IAA
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Independent Advisor Alliance’s Capital City Bank Group CCBG Stock Holding History

Independent Advisor Alliance’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 		$297K Buy
+6,833
New +$293K ﹤0.01% 1322
2025
Q4 		– Sell
-14,721
Closed -$615K – 1011
2025
Q3 		$615K Sell
14,721
-26,000
-64% -$1.08M 0.02% 563
2025
Q2 		$1.6M Buy
+40,721
New +$1.5M 0.05% 323
2024
Q3 		– Sell
-8,619
Closed -$245K – 714
2024
Q2 		$245K Sell
8,619
-2,700
-24% -$73.3K 0.01% 623
2024
Q1 		$314K Hold
11,319
– – 0.01% 557
2023
Q4 		$333K Sell
11,319
-5,688
-33% -$165K 0.01% 526
2023
Q3 		$507K Sell
17,007
-3,000
-15% -$92.8K 0.02% 411
2023
Q2 		$613K Hold
20,007
– – 0.03% 385
2023
Q1 		$586K Sell
20,007
-10,000
-33% -$325K 0.03% 390
2022
Q4 		$975 Buy
30,007
+22,406
+295% +$762K ﹤0.01% 302
2022
Q3 		$236K Buy
+7,601
New +$242K 0.01% 545
2021
Q3 		– Sell
-199,701
Closed -$5.15M – 639
2021
Q2 		$5.15M Buy
199,701
+393
+0.2% +$10.2K 0.28% 91
2021
Q1 		$5.19M Buy
+199,308
New +$5.05M 0.31% 85
2020
Q1 		– Sell
-156,751
Closed -$4.78M – 470
2019
Q4 		$4.78M Hold
156,751
– – 0.21% 112
2019
Q3 		$4.67M Hold
156,751
– – 0.57% 35
2019
Q2 		$37K Sell
156,751
-163,174
-51% -$3.83M 0.01% 402
2019
Q1 		$6.97M Buy
+319,925
New +$7.65M 0.98% 24

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

Independent Advisor Alliance's CCBG Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Capital City Bank Group (CCBG) in Q1 2026: 6,833 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in CCBG as recently as Q3 2025.

Independent Advisor Alliance first reported a position in CCBG in Q1 2019 and has held it in 17 quarters since. The position peaked at $6.97M in Q1 2019. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Independent Advisor Alliance held 6,833 shares of Capital City Bank Group worth $297K as of Q1 2026.
  • Capital City Bank Group was a new Independent Advisor Alliance position in Q1 2026.
  • Capital City Bank Group made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1322 holding.
  • Independent Advisor Alliance first reported a position in Capital City Bank Group in Q1 2019 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Capital City Bank Group position peaked at $6.97M in Q1 2019.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.