BFS
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Bare Financial Services’s Capital City Bank Group CCBG Stock Holding History

Bare Financial Services’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 		$695 Hold
16
– – ﹤0.01% 1380
2025
Q4 		$681 Sell
16
-21
-57% -$875 ﹤0.01% 1251
2025
Q3 		$1.55K Hold
37
– – ﹤0.01% 888
2025
Q2 		$1.46K Buy
+37
New +$1.36K ﹤0.01% 801

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

Bare Financial Services's CCBG Position: Q1 2026 in Review

Bare Financial Services held its Capital City Bank Group (CCBG) position steady in Q1 2026 at 16 shares worth $695. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Bare Financial Services first reported a position in CCBG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.55K in Q3 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Bare Financial Services held 16 shares of Capital City Bank Group worth $695 as of Q1 2026.
  • Bare Financial Services left its Capital City Bank Group share count unchanged in Q1 2026.
  • Capital City Bank Group made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #1380 holding.
  • Bare Financial Services first reported a position in Capital City Bank Group in Q2 2025 and has held it in 4 quarters since.
  • Bare Financial Services's Capital City Bank Group position peaked at $1.55K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.