Integrated Wealth Concepts’s Capital City Bank Group CCBG Stock Holding History

Integrated Wealth Concepts’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	$403K	Buy	8,149 +24	+0.3%	+$1.11K	﹤0.01%	1798
2026 Q1	$353K	Buy	8,125 +28	+0.3%	+$1.2K	﹤0.01%	1758
2025 Q4	$345K	Sell	8,097 -27	-0.3%	-$1.13K	﹤0.01%	1262
2025 Q3	$340K	Buy	8,124 +61	+0.8%	+$2.54K	﹤0.01%	1567
2025 Q2	$317K	Buy	8,063 +67	+0.8%	+$2.47K	﹤0.01%	1520
2025 Q1	$288K	Buy	7,996 +34	+0.4%	+$1.23K	﹤0.01%	1425
2024 Q4	$292K	Buy	7,962 +1,313	+20%	+$48.5K	﹤0.01%	1386
2024 Q3	$235K	Buy	+6,649	New	+$218K	﹤0.01%	1488
2023 Q1	–	Sell	-6,428	Closed	-$209K	–	1354
2022 Q4	$209K	Buy	+6,428	New	+$219K	0.01%	931

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's CCBG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital City Bank Group (CCBG) stake by 0.3% in Q2 2026, buying an estimated $1.11K and bringing the position to 8,149 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Integrated Wealth Concepts first reported a position in CCBG in Q4 2022 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

Integrated Wealth Concepts held 8,149 shares of Capital City Bank Group worth $403K as of Q2 2026.
Integrated Wealth Concepts bought 24 Capital City Bank Group shares in Q2 2026, an estimated $1.11K.
Capital City Bank Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1798 holding.
Integrated Wealth Concepts first reported a position in Capital City Bank Group in Q4 2022 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.