Carson Wealth (CWM LLC)
CCBG icon

Carson Wealth (CWM LLC)’s Capital City Bank Group CCBG Stock Holding History

Carson Wealth (CWM LLC)’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 		$97.1K Sell
2,234
-183
-8% -$7.86K ﹤0.01% 3302
2025
Q4 		$103K Buy
2,417
+147
+6% +$6.13K ﹤0.01% 3035
2025
Q3 		$95K Buy
2,270
+1,327
+141% +$55.2K ﹤0.01% 3025
2025
Q2 		$37K Buy
943
+136
+17% +$5.01K ﹤0.01% 3493
2025
Q1 		$29K Buy
807
+115
+17% +$4.17K ﹤0.01% 3404
2024
Q4 		$25K Buy
692
+79
+13% +$2.92K ﹤0.01% 3277
2024
Q3 		$22K Buy
613
+197
+47% +$6.47K ﹤0.01% 3288
2024
Q2 		$12K Buy
416
+319
+329% +$8.66K ﹤0.01% 3423
2024
Q1 		$3K Buy
+97
New +$2.73K ﹤0.01% 3821

Other funds holding CCBG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCBG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Capital City Bank Group (CCBG) stake by 7.6% in Q1 2026, selling an estimated $7.86K and leaving 2,234 shares worth $97.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3302.

Carson Wealth (CWM LLC) first reported a position in CCBG in Q1 2024 and has held it in 9 quarters since. The position peaked at $103K in Q4 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,234 shares of Capital City Bank Group worth $97.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 183 Capital City Bank Group shares in Q1 2026, an estimated $7.86K.
  • Capital City Bank Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3302 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital City Bank Group in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Capital City Bank Group position peaked at $103K in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.