Independent Advisor Alliance

Position in CCBG — Capital City Bank Group Inc

CIK 1696899 CHARLOTTE, NC

Position in CCBG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,517,108

+$2,220,147 QoQ

Shares Held

50,933

+645.4% QoQ

Ownership

0.298%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#27

of 140 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Advisor Alliance holds $292,642,444 across 29 Banks - Regional names. CCBG ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABCB	Ameris Bancorp	2,647,824	$238,992,593
2	TFC	Truist Financial Corp	349,770	$17,425,541
3	PNC	Pnc Financial Services Group, Inc.	33,116	$8,153,821
4	USB	US Bancorp De	86,109	$5,200,983
5	FCCO	First Community Corp /Sc/	106,941	$3,494,831
6	SSB	SouthState Bank Corp	27,208	$2,718,079
7	CCBG	Capital City Bank Group Inc This page	50,933	$2,517,108
8	FCNCA	First Citizens Bancshares Inc /De/	1,137	$2,365,858

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,517,108	50,933	+645.4%	Shares	Sole	2026-08-12
2026-03-31	$296,961	6,833	-53.6%	Shares	Sole	2026-05-12
2025-09-30	$615,190	14,721	-63.8%	Shares	Sole	2025-11-04
2025-06-30	$1,602,371	40,721	+372.5%	Shares	Sole	2025-08-11
2024-06-30	$245,124	8,619	-23.9%	Shares	Sole	2024-08-12
2024-03-31	$313,536	11,319	0.0%	Shares	Sole	2024-05-08
2023-12-31	$333,118	11,319	-33.4%	Shares	Sole	2024-02-08
2023-09-30	$507,318	17,007	-15.0%	Shares	Sole	2023-10-24
2023-06-30	$613,014	20,007	0.0%	Shares	Sole	2023-07-28
2023-03-31	$586,405	20,007	-33.3%	Shares	Sole	2023-05-12
2022-12-31	$975,227	30,007	+294.8%	Shares	Sole	2023-02-13
2022-09-30	$236,467	7,601	-96.2%	Shares	Sole	2022-11-04
2021-06-30	$5,150,288	199,701	+0.2%	Shares	Sole	2021-08-12
2021-03-31	$5,185,993	199,308	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.