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Larson Financial Group’s Capital City Bank Group CCBG Stock Holding History

Larson Financial Group’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 		$782 Hold
18
– – ﹤0.01% 3227
2025
Q4 		$766 Hold
18
– – ﹤0.01% 3026
2025
Q3 		$752 Buy
18
+4
+29% +$166 ﹤0.01% 2997
2025
Q2 		$551 Buy
+14
New +$516 ﹤0.01% 2833

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

Larson Financial Group's CCBG Position: Q1 2026 in Review

Larson Financial Group held its Capital City Bank Group (CCBG) position steady in Q1 2026 at 18 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #3227.

Larson Financial Group first reported a position in CCBG in Q2 2025 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

  • Larson Financial Group held 18 shares of Capital City Bank Group worth $782 as of Q1 2026.
  • Larson Financial Group left its Capital City Bank Group share count unchanged in Q1 2026.
  • Capital City Bank Group made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3227 holding.
  • Larson Financial Group first reported a position in Capital City Bank Group in Q2 2025 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.