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Rothschild Investment LLC’s Capital City Bank Group CCBG Stock Holding History

Rothschild Investment LLC’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 		$1.19K Buy
24
+1
+4% +$46 ﹤0.01% 2989
2026
Q1 		$1K Sell
23
-3
-12% -$129 ﹤0.01% 2867
2025
Q4 		$1.11K Buy
26
+11
+73% +$458 ﹤0.01% 2642
2025
Q3 		$627 Buy
15
+5
+50% +$208 ﹤0.01% 2762
2025
Q2 		$394 Hold
10
– – ﹤0.01% 2811
2025
Q1 		$360 Hold
10
– – ﹤0.01% 2724
2024
Q4 		$367 Buy
10
+5
+100% +$185 ﹤0.01% 2646
2024
Q3 		$176 Hold
5
– – ﹤0.01% 2732
2024
Q2 		$142 Buy
+5
New +$136 ﹤0.01% 2597

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CCBG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Capital City Bank Group (CCBG) stake by 4.3% in Q2 2026, buying an estimated $46 and bringing the position to 24 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Rothschild Investment LLC first reported a position in CCBG in Q2 2024 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • Rothschild Investment LLC held 24 shares of Capital City Bank Group worth $1.19K as of Q2 2026.
  • Rothschild Investment LLC bought 1 Capital City Bank Group share in Q2 2026, an estimated $46.
  • Capital City Bank Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2989 holding.
  • Rothschild Investment LLC first reported a position in Capital City Bank Group in Q2 2024 and has held it in 9 quarters since.
  • 143 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.