LPL Financial
CCBG icon

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

LPL Financial’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 		$324K Hold
6,566
– – ﹤0.01% 5380
2026
Q1 		$285K Buy
6,566
+312
+5% +$13.4K ﹤0.01% 5219
2025
Q4 		$266K Hold
6,254
– – ﹤0.01% 5240
2025
Q3 		$261K Hold
6,254
– – ﹤0.01% 5163
2025
Q2 		$246K Hold
6,254
– – ﹤0.01% 4925
2025
Q1 		$225K Hold
6,254
– – ﹤0.01% 4783
2024
Q4 		$229K Sell
6,254
-316
-5% -$11.7K ﹤0.01% 4733
2024
Q3 		$232K Buy
+6,570
New +$216K ﹤0.01% 4620
2023
Q3 		– Sell
-6,989
Closed -$214K – 4704
2023
Q2 		$214K Hold
6,989
– – ﹤0.01% 4104
2023
Q1 		$205K Hold
6,989
– – ﹤0.01% 4025
2022
Q4 		$227K Hold
6,989
– – ﹤0.01% 3886
2022
Q3 		$217K Buy
+6,989
New +$222K ﹤0.01% 3861
2016
Q2 		– Sell
-10,006
Closed -$142K – 2667
2016
Q1 		$142K Hold
10,006
– – ﹤0.01% 2878
2015
Q4 		$153K Buy
+10,006
New +$156K ﹤0.01% 2908

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

LPL Financial's CCBG Position: Q2 2026 in Review

LPL Financial held its Capital City Bank Group (CCBG) position steady in Q2 2026 at 6,566 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #5380.

LPL Financial first reported a position in CCBG in Q4 2015 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • LPL Financial held 6,566 shares of Capital City Bank Group worth $324K as of Q2 2026.
  • LPL Financial left its Capital City Bank Group share count unchanged in Q2 2026.
  • Capital City Bank Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5380 holding.
  • LPL Financial first reported a position in Capital City Bank Group in Q4 2015 and has held it in 14 quarters since.
  • 143 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.