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
Q2 		$2.52M Buy
50,933
+44,100
+645% +$2.04M 0.06% 234
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 $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

Independent Advisor Alliance's CCBG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Capital City Bank Group (CCBG) stake by 645% in Q2 2026, buying an estimated $2.04M and bringing the position to 50,933 shares worth $2.52M. The position accounts for 0.06% of the portfolio, ranked #234.

Independent Advisor Alliance first reported a position in CCBG in Q1 2019 and has held it in 18 quarters since. The position peaked at $6.97M in Q1 2019. 143 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • Independent Advisor Alliance held 50,933 shares of Capital City Bank Group worth $2.52M as of Q2 2026.
  • Independent Advisor Alliance bought 44,100 Capital City Bank Group shares in Q2 2026, an estimated $2.04M.
  • Capital City Bank Group made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #234 holding.
  • Independent Advisor Alliance first reported a position in Capital City Bank Group in Q1 2019 and has held it in 18 quarters since.
  • Independent Advisor Alliance's Capital City Bank Group position peaked at $6.97M in Q1 2019.
  • 143 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.