BFS
XXI

Burkett Financial Services’s Twenty One Capital Inc XXI Stock Holding History

Burkett Financial Services’s Portfolio XXI Stock Details XXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.85K Hold
1,787
– – ﹤0.01% 188
2026
Q1 		$11.4K Hold
1,787
– – ﹤0.01% 163
2025
Q4 		$15.7K Buy
+1,787
New +$18.7K 0.01% 147

Other funds holding XXI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Burkett Financial Services's XXI Position: Q2 2026 in Review

Burkett Financial Services held its Twenty One Capital Inc (XXI) position steady in Q2 2026 at 1,787 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #188.

Burkett Financial Services first reported a position in XXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7K in Q4 2025. 6 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • Burkett Financial Services held 1,787 shares of Twenty One Capital Inc worth $8.85K as of Q2 2026.
  • Burkett Financial Services left its Twenty One Capital Inc share count unchanged in Q2 2026.
  • Twenty One Capital Inc made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #188 holding.
  • Burkett Financial Services first reported a position in Twenty One Capital Inc in Q4 2025 and has held it in 3 quarters since.
  • Burkett Financial Services's Twenty One Capital Inc position peaked at $15.7K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.