Cerity Partners’s CION Investment CION Stock Holding History

Cerity Partners’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 Q2	$136K	Sell	21,864 -646	-3%	-$4.51K	﹤0.01%	3160
2026 Q1	$154K	Sell	22,510 -679	-3%	-$5.71K	﹤0.01%	2945
2025 Q4	$224K	Sell	23,189 -875	-4%	-$8.43K	﹤0.01%	2572
2025 Q3	$228K	Hold	24,064	–	–	﹤0.01%	2434
2025 Q2	$230K	Sell	24,064 -1,602	-6%	-$15.2K	﹤0.01%	2280
2025 Q1	$266K	Hold	25,666	–	–	﹤0.01%	2087
2024 Q4	$293K	Sell	25,666 -2,222	-8%	-$25.9K	﹤0.01%	2047
2024 Q3	$332K	Hold	27,888	–	–	﹤0.01%	1994
2024 Q2	$338K	Buy	27,888 +2,222	+9%	+$26.2K	﹤0.01%	1757
2024 Q1	$282K	Buy	25,666 +1,150	+5%	+$12.7K	﹤0.01%	1904
2023 Q4	$277K	Buy	+24,516	New	+$261K	﹤0.01%	1558
2023 Q3	–	Sell	-23,611	Closed	-$245K	–	1444
2023 Q2	$245K	Hold	23,611	–	–	﹤0.01%	1454
2023 Q1	$233K	Hold	23,611	–	–	﹤0.01%	1655
2022 Q4	$230K	Hold	23,611	–	–	﹤0.01%	1261
2022 Q3	$201K	Buy	+23,611	New	+$222K	﹤0.01%	1055

Other funds holding CION

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's CION Position: Q2 2026 in Review

Cerity Partners reduced its CION Investment (CION) stake by 2.9% in Q2 2026, selling an estimated $4.51K and leaving 21,864 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #3160.

Cerity Partners first reported a position in CION in Q3 2022 and has held it in 15 quarters since. The position peaked at $338K in Q2 2024. 133 funds tracked by Wall St. Rank hold CION as of Q2 2026.

Cerity Partners held 21,864 shares of CION Investment worth $136K as of Q2 2026.
Cerity Partners sold 646 CION Investment shares in Q2 2026, an estimated $4.51K.
CION Investment made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3160 holding.
Cerity Partners first reported a position in CION Investment in Q3 2022 and has held it in 15 quarters since.
Cerity Partners's CION Investment position peaked at $338K in Q2 2024.
133 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.