Integrated Wealth Concepts LLC

Position in CCBG — Capital City Bank Group Inc

CIK 1737109 WALTHAM, MA

Position in CCBG

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

Position Value

$402,723

+$49,611 QoQ

Shares Held

8,149

+0.3% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#75

of 140 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $80,496,866 across 284 Banks - Regional names. CCBG ranks #35 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	158,506	$8,256,577
2	STBA	S&T Bancorp Inc	167,179	$8,205,145
3	PNC	Pnc Financial Services Group, Inc.	26,499	$6,524,583
4	USB	US Bancorp De	83,586	$5,048,594
5	CFG	Citizens Financial Group Inc/Ri	60,335	$4,227,673
6	TFC	Truist Financial Corp	67,565	$3,366,088
7	FITB	Fifth Third Bancorp	46,256	$2,607,450
8	HBAN	Huntington Bancshares Inc /Md/	146,313	$2,594,129

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,723	8,149	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$353,112	8,125	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$344,689	8,097	-0.3%	Shares	Sole	2026-02-13
2025-09-30	$339,501	8,124	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$317,279	8,063	+0.8%	Shares	Sole	2025-08-14
2025-03-31	$287,536	7,996	+0.4%	Shares	Sole	2025-05-15
2024-12-31	$291,807	7,962	+19.7%	Shares	Sole	2025-02-14
2024-09-30	$234,643	6,649	+3.4%	Shares	Sole	2024-11-14
2022-12-31	$208,910	6,428	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.