VNA
XXI

Valley National Advisers’s Twenty One Capital Inc XXI Stock Holding History

Valley National Advisers’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 		$495 Buy
+100
New +$702 ﹤0.01% 952
2026
Q1 		– Sell
-119
Closed -$1K – 952
2025
Q4 		$1K Buy
+119
New +$1.24K ﹤0.01% 908

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

Valley National Advisers's XXI Position: Q2 2026 in Review

Valley National Advisers opened a new position in Twenty One Capital Inc (XXI) in Q2 2026: 100 shares worth $495. The stake represents ﹤0.01% of the portfolio and ranks #952 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in XXI as recently as Q4 2025.

Valley National Advisers first reported a position in XXI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1K in Q4 2025. 12 funds tracked by Wall St. Rank hold XXI as of Q2 2026.

  • Valley National Advisers held 100 shares of Twenty One Capital Inc worth $495 as of Q2 2026.
  • Twenty One Capital Inc was a new Valley National Advisers position in Q2 2026.
  • Twenty One Capital Inc made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #952 holding.
  • Valley National Advisers first reported a position in Twenty One Capital Inc in Q4 2025 and has held it in 2 quarters since.
  • Valley National Advisers's Twenty One Capital Inc position peaked at $1K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Twenty One Capital Inc as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.