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 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 $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

Integrated Wealth Concepts's CCBG Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Capital City Bank Group (CCBG) stake by 0.35% in Q1 2026, buying an estimated $1.2K and bringing the position to 8,125 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Integrated Wealth Concepts first reported a position in CCBG in Q4 2022 and has held it in 8 quarters since. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

Integrated Wealth Concepts held 8,125 shares of Capital City Bank Group worth $353K as of Q1 2026.
Integrated Wealth Concepts bought 28 Capital City Bank Group shares in Q1 2026, an estimated $1.2K.
Capital City Bank Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1758 holding.
Integrated Wealth Concepts first reported a position in Capital City Bank Group in Q4 2022 and has held it in 8 quarters since.
137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.