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Allworth Financial’s Capital City Bank Group CCBG Stock Holding History

Allworth Financial’s Portfolio CCBG Stock Details CCBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74K Buy
63
+18
+40% +$773 ﹤0.01% 4241
2025
Q4 		$1.92K Sell
45
-52
-54% -$2.17K ﹤0.01% 4135
2025
Q3 		$4.05K Buy
97
+96
+9,600% +$4K ﹤0.01% 3671
2025
Q2 		$40 Buy
+1
New +$37 ﹤0.01% 4468
2022
Q4 		– Sell
-31
Closed -$1K – 3033
2022
Q3 		$1K Buy
+31
New +$986 ﹤0.01% 2328

Other funds holding CCBG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allworth Financial's CCBG Position: Q1 2026 in Review

Allworth Financial increased its Capital City Bank Group (CCBG) stake by 40% in Q1 2026, buying an estimated $773 and bringing the position to 63 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4241.

Allworth Financial first reported a position in CCBG in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.05K in Q3 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Allworth Financial held 63 shares of Capital City Bank Group worth $2.74K as of Q1 2026.
  • Allworth Financial bought 18 Capital City Bank Group shares in Q1 2026, an estimated $773.
  • Capital City Bank Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4241 holding.
  • Allworth Financial first reported a position in Capital City Bank Group in Q3 2022 and has held it in 5 quarters since.
  • Allworth Financial's Capital City Bank Group position peaked at $4.05K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.