JDLA
XXI

J. Derek Lewis & Associates’s Twenty One Capital Inc XXI Stock Holding History

J. Derek Lewis & Associates’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 		$397K Buy
+80,210
New +$563K 0.08% 122

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
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 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

J. Derek Lewis & Associates's XXI Position: Q2 2026 in Review

J. Derek Lewis & Associates opened a new position in Twenty One Capital Inc (XXI) in Q2 2026: 80,210 shares worth $397K. The stake represents 0.08% of the portfolio and ranks #122 among its holdings.

12 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • J. Derek Lewis & Associates held 80,210 shares of Twenty One Capital Inc worth $397K as of Q2 2026.
  • Twenty One Capital Inc was a new J. Derek Lewis & Associates position in Q2 2026.
  • Twenty One Capital Inc made up 0.08% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #122 holding.
  • 12 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.