EverSource Wealth Advisors’s Capital City Bank Group CCBG Stock Holding History

EverSource Wealth 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	$15.3K	Buy	353 +7	+2%	+$301	﹤0.01%	2665
2025 Q4	$14.7K	Sell	346 -168	-33%	-$7K	﹤0.01%	2585
2025 Q3	$21.5K	Buy	514 +3	+0.6%	+$125	﹤0.01%	2315
2025 Q2	$20.1K	Buy	511 +505	+8,417%	+$18.6K	﹤0.01%	2285
2025 Q1	$216	Sell	6 -9	-60%	-$326	﹤0.01%	3692
2024 Q4	$550	Buy	+15	New	+$554	﹤0.01%	3156
2023 Q1	–	Sell	-30	Closed	-$975	–	2401
2022 Q4	$975	Hold	30	–	–	﹤0.01%	2092
2022 Q3	$1K	Buy	+30	New	+$954	﹤0.01%	1787

Other funds holding CCBG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EverSource Wealth Advisors's CCBG Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Capital City Bank Group (CCBG) stake by 2% in Q1 2026, buying an estimated $301 and bringing the position to 353 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

EverSource Wealth Advisors first reported a position in CCBG in Q3 2022 and has held it in 8 quarters since. The position peaked at $21.5K in Q3 2025. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

EverSource Wealth Advisors held 353 shares of Capital City Bank Group worth $15.3K as of Q1 2026.
EverSource Wealth Advisors bought 7 Capital City Bank Group shares in Q1 2026, an estimated $301.
Capital City Bank Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2665 holding.
EverSource Wealth Advisors first reported a position in Capital City Bank Group in Q3 2022 and has held it in 8 quarters since.
EverSource Wealth Advisors's Capital City Bank Group position peaked at $21.5K in Q3 2025.
137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.