Carson Wealth (CWM LLC)
XXI

Carson Wealth (CWM LLC)’s Twenty One Capital Inc XXI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$4.43K Hold
693
– – ﹤0.01% 5065
2025
Q4 		$6K Buy
+693
New +$7.24K ﹤0.01% 4791

Other funds holding XXI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Carson Wealth (CWM LLC)'s XXI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Twenty One Capital Inc (XXI) position steady in Q1 2026 at 693 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #5065.

Carson Wealth (CWM LLC) first reported a position in XXI in Q4 2025 and has held it in 2 quarters since. The position peaked at $6K in Q4 2025. 71 funds tracked by Wall St. Rank hold XXI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 693 shares of Twenty One Capital Inc worth $4.43K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Twenty One Capital Inc share count unchanged in Q1 2026.
  • Twenty One Capital Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5065 holding.
  • Carson Wealth (CWM LLC) first reported a position in Twenty One Capital Inc in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Twenty One Capital Inc position peaked at $6K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.