PA
XXI

Pinnacle Associates’s Twenty One Capital Inc XXI Stock Holding History

Pinnacle 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 		– Sell
-23,200
Closed -$148K – 1026
2026
Q1 		$148K Hold
23,200
– – ﹤0.01% 927
2025
Q4 		$203K Buy
+23,200
New +$242K ﹤0.01% 900

Other funds holding XXI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pinnacle Associates's XXI Position: Q2 2026 in Review

Pinnacle Associates sold out of Twenty One Capital Inc (XXI) in Q2 2026, closing a stake of 23,200 shares — an estimated $148K sold.

Pinnacle Associates first reported a position in XXI in Q4 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 68 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • Pinnacle Associates reported no remaining Twenty One Capital Inc position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Associates sold 23,200 Twenty One Capital Inc shares in Q2 2026, an estimated $148K.
  • Pinnacle Associates first reported a position in Twenty One Capital Inc in Q4 2025 and held it in 2 quarters.
  • Pinnacle Associates's Twenty One Capital Inc position peaked at $203K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.