OWP
XXI

ORG Wealth Partners’s Twenty One Capital Inc XXI Stock Holding History

ORG Wealth Partners’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 		$64 Hold
13
– – ﹤0.01% 680
2026
Q1 		$83 Sell
13
-108
-89% -$791 ﹤0.01% 642
2025
Q4 		$1.06K Buy
+121
New +$1.26K ﹤0.01% 568

Other funds holding XXI

JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
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

ORG Wealth Partners's XXI Position: Q2 2026 in Review

ORG Wealth Partners held its Twenty One Capital Inc (XXI) position steady in Q2 2026 at 13 shares worth $64. The position accounts for ﹤0.01% of the portfolio, ranked #680.

ORG Wealth Partners first reported a position in XXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06K in Q4 2025. 12 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • ORG Wealth Partners held 13 shares of Twenty One Capital Inc worth $64 as of Q2 2026.
  • ORG Wealth Partners left its Twenty One Capital Inc share count unchanged in Q2 2026.
  • Twenty One Capital Inc made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #680 holding.
  • ORG Wealth Partners first reported a position in Twenty One Capital Inc in Q4 2025 and has held it in 3 quarters since.
  • ORG Wealth Partners's Twenty One Capital Inc position peaked at $1.06K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.