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Clearstead Advisors’s Capital City Bank Group CCBG Stock Holding History

Clearstead Advisors’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 		– Sell
-2
Closed -$86 – 2347
2025
Q4 		$86 Sell
2
-1
-33% -$42 ﹤0.01% 2539
2025
Q3 		$126 Buy
+3
New +$125 ﹤0.01% 2909

Other funds holding CCBG

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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 $3.37T AUM 44.26% 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 $83.7B AUM 27.22% 1-Year Est. Return

Clearstead Advisors's CCBG Position: Q1 2026 in Review

Clearstead Advisors sold out of Capital City Bank Group (CCBG) in Q1 2026, closing a stake of 2 shares — an estimated $86 sold.

Clearstead Advisors first reported a position in CCBG in Q3 2025 and held it in 2 quarters. The position peaked at $126 in Q3 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Clearstead Advisors reported no remaining Capital City Bank Group position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 2 Capital City Bank Group shares in Q1 2026, an estimated $86.
  • Clearstead Advisors first reported a position in Capital City Bank Group in Q3 2025 and held it in 2 quarters.
  • Clearstead Advisors's Capital City Bank Group position peaked at $126 in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.