B
CION icon

Bensler’s CION Investment CION Stock Holding History

Bensler’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,866
Closed -$115K – 196
2025
Q4 		$115K Buy
+11,866
New +$114K 0.01% 188
2025
Q2 		– Sell
-10,250
Closed -$106K – 171
2025
Q1 		$106K Sell
10,250
-961
-9% -$11.1K 0.01% 157
2024
Q4 		$128K Buy
11,211
+263
+2% +$3.07K 0.02% 163
2024
Q3 		$130K Buy
10,948
+286
+3% +$3.45K 0.02% 163
2024
Q2 		$129K Sell
10,662
-1,558
-13% -$18.4K 0.02% 161
2024
Q1 		$134K Buy
12,220
+464
+4% +$5.11K 0.02% 156
2023
Q4 		$133K Buy
11,756
+320
+3% +$3.4K 0.02% 156
2023
Q3 		$121K Buy
11,436
+276
+2% +$2.99K 0.02% 152
2023
Q2 		$116K Buy
11,160
+278
+3% +$2.74K 0.02% 153
2023
Q1 		$107K Buy
10,882
+492
+5% +$5.16K 0.02% 151
2022
Q4 		$101K Buy
10,390
+241
+2% +$2.34K 0.02% 152
2022
Q3 		$86.3K Buy
+10,149
New +$95.3K 0.02% 147

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Bensler's CION Position: Q1 2026 in Review

Bensler sold out of CION Investment (CION) in Q1 2026, closing a stake of 11,866 shares — an estimated $115K sold.

Bensler first reported a position in CION in Q3 2022 and held it in 12 quarters. The position peaked at $134K in Q1 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Bensler reported no remaining CION Investment position as of Q1 2026 after selling out during the quarter.
  • Bensler sold 11,866 CION Investment shares in Q1 2026, an estimated $115K.
  • Bensler first reported a position in CION Investment in Q3 2022 and held it in 12 quarters.
  • Bensler's CION Investment position peaked at $134K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Bensler's 13F filing for Q1 2026, filed 4 May 2026.