TWD
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True Wealth Design’s Capital City Bank Group CCBG Stock Holding History

True Wealth Design’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 		$544 Hold
11
– – ﹤0.01% 2179
2026
Q1 		$479 Hold
11
– – ﹤0.01% 2071
2025
Q4 		$469 Sell
11
-2
-15% -$83 ﹤0.01% 1963
2025
Q3 		$544 Buy
+13
New +$541 ﹤0.01% 1985

Other funds holding CCBG

MMHP
Murphy Middleton Hinkle & Parker Thomasville, Georgia $246M AUM 23.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's CCBG Position: Q2 2026 in Review

True Wealth Design held its Capital City Bank Group (CCBG) position steady in Q2 2026 at 11 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

True Wealth Design first reported a position in CCBG in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold CCBG as of Q2 2026.

  • True Wealth Design held 11 shares of Capital City Bank Group worth $544 as of Q2 2026.
  • True Wealth Design left its Capital City Bank Group share count unchanged in Q2 2026.
  • Capital City Bank Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2179 holding.
  • True Wealth Design first reported a position in Capital City Bank Group in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held Capital City Bank Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.