Creative Planning
CCBG icon

Creative Planning’s Capital City Bank Group CCBG Stock Holding History

Creative Planning’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 		$765K Sell
17,611
-8,247
-32% -$354K ﹤0.01% 2681
2025
Q4 		$1.1M Buy
25,858
+1,468
+6% +$61.2K ﹤0.01% 2201
2025
Q3 		$1.02M Buy
+24,390
New +$1.01M ﹤0.01% 2097
2025
Q1 		– Sell
-200
Closed -$7.33K – 3504
2024
Q4 		$7.33K Buy
+200
New +$7.38K ﹤0.01% 3397

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

Creative Planning's CCBG Position: Q1 2026 in Review

Creative Planning reduced its Capital City Bank Group (CCBG) stake by 32% in Q1 2026, selling an estimated $354K and leaving 17,611 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

Creative Planning first reported a position in CCBG in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Creative Planning held 17,611 shares of Capital City Bank Group worth $765K as of Q1 2026.
  • Creative Planning sold 8,247 Capital City Bank Group shares in Q1 2026, an estimated $354K.
  • Capital City Bank Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2681 holding.
  • Creative Planning first reported a position in Capital City Bank Group in Q4 2024 and has held it in 4 quarters since.
  • Creative Planning's Capital City Bank Group position peaked at $1.1M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.