SageView Advisory Group’s Twenty One Capital Inc XXI Stock Holding History

SageView Advisory Group’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	–	Sell	-161	Closed	-$1.41K	–	2617
2025 Q4	$1.41K	Buy	+161	New	+$1.68K	﹤0.01%	2309

Other funds holding XXI

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SageView Advisory Group's XXI Position: Q1 2026 in Review

SageView Advisory Group sold out of Twenty One Capital Inc (XXI) in Q1 2026, closing a stake of 161 shares — an estimated $1.41K sold.

SageView Advisory Group first reported a position in XXI in Q4 2025 and held it in 1 quarter. The position peaked at $1.41K in Q4 2025. 71 funds tracked by Wall St. Rank hold XXI as of Q1 2026.

SageView Advisory Group reported no remaining Twenty One Capital Inc position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 161 Twenty One Capital Inc shares in Q1 2026, an estimated $1.41K.
SageView Advisory Group first reported a position in Twenty One Capital Inc in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Twenty One Capital Inc position peaked at $1.41K in Q4 2025.
71 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.