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Root Financial Partners’s Capital City Bank Group CCBG Stock Holding History

Root Financial Partners’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 		– Sell
-25
Closed -$1.09K – 879
2026
Q1 		$1.09K Buy
+25
New +$1.07K ﹤0.01% 2580

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Wellington Management Group
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Geode Capital Management
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Root Financial Partners's CCBG Position: Q2 2026 in Review

Root Financial Partners sold out of Capital City Bank Group (CCBG) in Q2 2026, closing a stake of 25 shares — an estimated $1.09K sold.

Root Financial Partners first reported a position in CCBG in Q1 2026 and held it in 1 quarter. The position peaked at $1.09K in Q1 2026. 143 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • Root Financial Partners reported no remaining Capital City Bank Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Capital City Bank Group shares in Q2 2026, an estimated $1.09K.
  • Root Financial Partners first reported a position in Capital City Bank Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Capital City Bank Group position peaked at $1.09K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.