Essential Partners’s Capital City Bank Group CCBG Stock Holding History

Essential Partners’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 Q3	$2.17K	Hold	45	–	–	﹤0.01%	1892
2026 Q2	$2.22K	Sell	45 -5	-10%	-$232	﹤0.01%	1931
2026 Q1	$2.17K	Sell	50 -99	-66%	-$4.25K	﹤0.01%	1976
2025 Q4	$6.34K	Buy	149 +9	+6%	+$375	﹤0.01%	1334
2025 Q3	$5.85K	Buy	140 +133	+1,900%	+$5.54K	﹤0.01%	1370
2025 Q2	$275	Buy	+7	New	+$258	﹤0.01%	1867

Other funds holding CCBG

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners's CCBG Position: Q3 2026 in Review

Essential Partners held its Capital City Bank Group (CCBG) position steady in Q3 2026 at 45 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Essential Partners first reported a position in CCBG in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.34K in Q4 2025. 8 funds tracked by Wall St. Rank hold CCBG as of Q3 2026.

Essential Partners held 45 shares of Capital City Bank Group worth $2.17K as of Q3 2026.
Essential Partners left its Capital City Bank Group share count unchanged in Q3 2026.
Capital City Bank Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1892 holding.
Essential Partners first reported a position in Capital City Bank Group in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Capital City Bank Group position peaked at $6.34K in Q4 2025.
8 funds tracked by Wall St. Rank held Capital City Bank Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.