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 Q1	$1.09K	Buy	+25	New	+$1.07K	﹤0.01%	2580

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 $83.7B AUM 27.22% 1-Year Est. Return

Root Financial Partners's CCBG Position: Q1 2026 in Review

Root Financial Partners opened a new position in Capital City Bank Group (CCBG) in Q1 2026: 25 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #2580 among its holdings.

137 funds tracked by Wall St. Rank hold CCBG as of Q1 2026.

Root Financial Partners held 25 shares of Capital City Bank Group worth $1.09K as of Q1 2026.
Capital City Bank Group was a new Root Financial Partners position in Q1 2026.
Capital City Bank Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2580 holding.
137 funds tracked by Wall St. Rank held Capital City Bank Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.