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Equibles

Integrated Wealth Concepts LLC

Position in CCBG — Capital City Bank Group Inc

CIK 1737109 WALTHAM, MA
Back to CCBG Full portfolio

Position in CCBG

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$402,723
+$49,611 QoQ
Shares Held
8,149
+0.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CCBG Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $51,812,735 across 47 Banks - Regional names. CCBG ranks #31 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 22,140 $5,451,310
2 USB
US Bancorp De
 72,377 $4,371,570
3 OZK
Bank OZK
 82,416 $4,293,049
4 STBA
S&T Bancorp Inc
 84,805 $4,162,229
5 CFG
Citizens Financial Group Inc/Ri
 49,340 $3,457,253
6 TFC
Truist Financial Corp
 49,393 $2,460,759
7 HBAN
Huntington Bancshares Inc /Md/
 114,363 $2,027,655
8 FITB
Fifth Third Bancorp
 33,235 $1,873,456

All Filings in CCBG

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $402,723 8,149
2026-03-31 $353,112 8,125
2025-12-31 $344,689 8,097
2025-09-30 $339,501 8,124
2025-06-30 $317,279 8,063
2025-03-31 $287,536 7,996
2024-12-31 $291,807 7,962
2024-09-30 $234,643 6,649
2022-12-31 $208,910 6,428