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 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 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

LPL Financial's CCBG Position: Q1 2026 in Review

LPL Financial increased its Capital City Bank Group (CCBG) stake by 5% in Q1 2026, buying an estimated $13.4K and bringing the position to 6,566 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #5219.

LPL Financial first reported a position in CCBG in Q4 2015 and has held it in 13 quarters since. 137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

LPL Financial held 6,566 shares of Capital City Bank Group worth $285K as of Q1 2026.
LPL Financial bought 312 Capital City Bank Group shares in Q1 2026, an estimated $13.4K.
Capital City Bank Group made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5219 holding.
LPL Financial first reported a position in Capital City Bank Group in Q4 2015 and has held it in 13 quarters since.
137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.