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
Q2 		$900K Buy
18,207
+596
+3% +$27.6K ﹤0.01% 2729
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 $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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Creative Planning's CCBG Position: Q2 2026 in Review

Creative Planning increased its Capital City Bank Group (CCBG) stake by 3.4% in Q2 2026, buying an estimated $27.6K and bringing the position to 18,207 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Creative Planning first reported a position in CCBG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.1M in Q4 2025. 143 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • Creative Planning held 18,207 shares of Capital City Bank Group worth $900K as of Q2 2026.
  • Creative Planning bought 596 Capital City Bank Group shares in Q2 2026, an estimated $27.6K.
  • Capital City Bank Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2729 holding.
  • Creative Planning first reported a position in Capital City Bank Group in Q4 2024 and has held it in 5 quarters since.
  • Creative Planning's Capital City Bank Group position peaked at $1.1M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.