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 Q2	$1.58K	Sell	32 -321	-91%	-$14.9K	﹤0.01%	3810
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EverSource Wealth Advisors's CCBG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Capital City Bank Group (CCBG) stake by 91% in Q2 2026, selling an estimated $14.9K and leaving 32 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #3810.

EverSource Wealth Advisors first reported a position in CCBG in Q3 2022 and has held it in 9 quarters since. The position peaked at $21.5K in Q3 2025. 144 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

EverSource Wealth Advisors held 32 shares of Capital City Bank Group worth $1.58K as of Q2 2026.
EverSource Wealth Advisors sold 321 Capital City Bank Group shares in Q2 2026, an estimated $14.9K.
Capital City Bank Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3810 holding.
EverSource Wealth Advisors first reported a position in Capital City Bank Group in Q3 2022 and has held it in 9 quarters since.
EverSource Wealth Advisors's Capital City Bank Group position peaked at $21.5K in Q3 2025.
144 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.