The divergence between passive accumulators (Vanguard, Morgan Stanley, JPMorgan) and active sellers (Truist full exit, Goldman/UBS/Millennium trims) suggests a lack of consensus. Monitor next earnings for fundamental catalyst that could resolve the split.
Executive Summary
Institutional activity in CCBG during Q2 2026 was mixed: 13 buyers added $8.8M in new holdings (led by Vanguard, Morgan Stanley, and JPMorgan), while 9 sellers reduced by $18.8M, with Truist Financial's full exit of $12.1M accounting for the bulk of selling. The net $10.0M outflow reflects a divergence between passive accumulators and active managers reducing exposure.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$10.0M
▲ Buyers (13)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Vanguard Portfolio Management | ADD | +26% | $9.8M | $3.0M |
| Morgan Stanley | ADD | +37% | $4.9M | $1.8M |
| JPMorgan | DOUBLED | +345.8% | $1.4M | $1.1M |
| Alliancebernstein | DOUBLED | +121% | $1.0M | $582.0K |
| Wells Fargo | ADD | +41.7% | $979.0K | $371.0K |
| Point72 | DOUBLED | +215.5% | $795.0K | $573.0K |
| Deutsche Bank | ADD | +51.9% | $698.0K | $294.0K |
| Citigroup | DOUBLED | +416.9% | $697.0K | $578.0K |
| Quantinno Capital Management | ADD | +78.4% | $1.1M | $566.0K |
| Allworth Financial | ADD | +93.7% | $6.0K | $3.0K |
▼ Sellers (9)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Truist Financial | EXIT | -100% | $12.1M | -$12.1M |
| Goldman Sachs | TRIM | -55.9% | $5.8M | -$2.9M |
| UBS | TRIM | -73.4% | $1.9M | -$1.3M |
| Millennium | TRIM | -58.1% | $2.0M | -$1.0M |
| Qube Research & Technologies | TRIM | -68.4% | $1.0M | -$661.0K |
| Gamco Investors, Inc. Et Al | TRIM | -56.8% | $750.0K | -$381.0K |
| Trexquant Investment | TRIM | -51.5% | $663.0K | -$297.0K |
| Fidelity | TRIM | -66.1% | $85.0K | -$52.0K |
| Federated Hermes | TRIM | -41.8% | $36.0K | -$12.0K |
Key Facts
- 13 institutional buyers added $8.8M in new holdings; 9 sellers reduced by $18.8M
- Truist Financial fully exited a $12.1M position (278.8K shares), the largest single move
- Vanguard added $3.0M (+26%), Morgan Stanley added $1.8M (+37%), JPMorgan doubled to $1.4M
- Goldman Sachs trimmed $2.9M (-55.9%), UBS trimmed $1.3M (-73.4%), Millennium trimmed $1.0M (-58.1%)
- Net institutional outflow of approximately $10.0M
Financial Impact
13 buyers accumulated $21.4M in current holdings (net change +$8.8M) while 9 sellers reduced holdings by $18.8M, resulting in a net institutional outflow of approximately $10.0M
Risk Factors
- 13F data is 45 days stale; positions may have already been reversed
- Truist's full exit of a $12.1M position signals a potential negative thesis from a regional bank peer
- Net outflow of $10M could pressure the stock if selling continues
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CCBG-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | 8-K | $49.41 $49.54 | ▲ +0.26% | ▼ −0.26% | — |
Sep 22, 2026 4w ago | Institutional Cluster | $49.73 $48.75 | ▼ −1.97% | ▼ −1.25% | — |
Jul 27, 2026 13w ago | 8-K | $52.07 $52.84 | ▲ +1.48% | ▲ +1.24% | — |
Jul 21, 2026 13w ago | 8-K | $51.83 $50.93 | ▼ −1.74% | ▼ −1.62% | — |
Jul 21, 2026 13w ago | Press Release | $51.83 $50.93 | ▼ −1.74% | ▼ −1.62% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $47.12 $46.27 | ▼ −1.80% | ▼ −3.57% | — |
May 20, 2026 22w ago | Press Release | $46.40 $46.14 | ▼ −0.58% | ▼ −1.02% | — |
May 15, 2026 23w ago | 8-K | $45.46 $45.96 | ▲ +1.10% | ▲ +1.16% | — |
Apr 20, 2026 27w ago | 8-K | $46.90 $46.24 | ▼ −1.41% | ▼ −0.75% | — |
Apr 20, 2026 27w ago | Press Release | $46.90 $46.24 | ▼ −1.41% | ▼ −0.75% | — |
US Market Status
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