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CCBG icon

Covestor’s Capital City Bank Group CCBG Stock Holding History

Covestor’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
-6
Closed – – 2295
2025
Q4 		$0 Sell
6
-9
-60% -$375 ﹤0.01% 2295
2025
Q3 		$1K Buy
+15
New +$624 ﹤0.01% 2027
2025
Q2 		– Sell
-11
Closed – – 2240
2025
Q1 		$0 Sell
11
-11
-50% -$399 ﹤0.01% 2253
2024
Q4 		$1K Buy
22
+16
+267% +$591 ﹤0.01% 1995
2024
Q3 		$0 Sell
6
-19
-76% -$624 ﹤0.01% 2250
2024
Q2 		$1K Buy
25
+12
+92% +$326 ﹤0.01% 1949
2024
Q1 		$0 Buy
+13
New +$366 ﹤0.01% 2265
2023
Q4 		– Sell
-1
Closed -$29 – 2171
2023
Q3 		$0 Hold
1
– – ﹤0.01% 2146
2023
Q2 		$0 Hold
1
– – ﹤0.01% 2158
2023
Q1 		$0 Hold
1
– – ﹤0.01% 2056
2022
Q4 		$0 Buy
+1
New +$34 ﹤0.01% 2095

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

Covestor's CCBG Position: Q1 2026 in Review

Covestor sold out of Capital City Bank Group (CCBG) in Q1 2026, closing a stake of 6 shares.

Covestor first reported a position in CCBG in Q4 2022 and held it in 11 quarters. The position peaked at $1K in Q3 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Covestor reported no remaining Capital City Bank Group position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 6 Capital City Bank Group shares in Q1 2026.
  • Covestor first reported a position in Capital City Bank Group in Q4 2022 and held it in 11 quarters.
  • Covestor's Capital City Bank Group position peaked at $1K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.