GJIA
XXI

Glass Jacobson Investment Advisors’s Twenty One Capital Inc XXI Stock Holding History

Glass Jacobson Investment Advisors’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 		$1.04K Hold
210
– – ﹤0.01% 572
2026
Q1 		$1.34K Hold
210
– – ﹤0.01% 554
2025
Q4 		$1.84K Buy
+210
New +$2.19K ﹤0.01% 536

Other funds holding XXI

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 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
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 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
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return

Glass Jacobson Investment Advisors's XXI Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Twenty One Capital Inc (XXI) position steady in Q2 2026 at 210 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Glass Jacobson Investment Advisors first reported a position in XXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84K in Q4 2025. 11 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • Glass Jacobson Investment Advisors held 210 shares of Twenty One Capital Inc worth $1.04K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Twenty One Capital Inc share count unchanged in Q2 2026.
  • Twenty One Capital Inc made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #572 holding.
  • Glass Jacobson Investment Advisors first reported a position in Twenty One Capital Inc in Q4 2025 and has held it in 3 quarters since.
  • Glass Jacobson Investment Advisors's Twenty One Capital Inc position peaked at $1.84K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.