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Rise Advisors’s Capital City Bank Group CCBG Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-12
Closed -$501 – 322
2025
Q3 		$501 Buy
+12
New +$499 ﹤0.01% 1413

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Rise Advisors's CCBG Position: Q4 2025 in Review

Rise Advisors sold out of Capital City Bank Group (CCBG) in Q4 2025, closing a stake of 12 shares — an estimated $501 sold.

Rise Advisors first reported a position in CCBG in Q3 2025 and held it in 1 quarter. The position peaked at $501 in Q3 2025. 133 funds tracked by Wall St. Rank hold CCBG as of Q4 2025.

  • Rise Advisors reported no remaining Capital City Bank Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 12 Capital City Bank Group shares in Q4 2025, an estimated $501.
  • Rise Advisors first reported a position in Capital City Bank Group in Q3 2025 and held it in 1 quarter.
  • Rise Advisors's Capital City Bank Group position peaked at $501 in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Capital City Bank Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.