CIBC Private Wealth Group
CION icon

CIBC Private Wealth Group’s CION Investment CION Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$19.3K Hold
2,000
– – ﹤0.01% 2177
2025
Q3 		$19K Buy
+2,000
New +$20.2K ﹤0.01% 2172
2025
Q1 		– Sell
-4,000
Closed -$44.3K – 3119
2024
Q4 		$44.3K Hold
4,000
– – ﹤0.01% 1719
2024
Q3 		$47.6K Hold
4,000
– – ﹤0.01% 1791
2024
Q2 		$49.6K Hold
4,000
– – ﹤0.01% 1680
2024
Q1 		$44.4K Buy
+4,000
New +$44.1K ﹤0.01% 1723

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CIBC Private Wealth Group's CION Position: Q4 2025 in Review

CIBC Private Wealth Group held its CION Investment (CION) position steady in Q4 2025 at 2,000 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

CIBC Private Wealth Group first reported a position in CION in Q1 2024 and has held it in 6 quarters since. The position peaked at $49.6K in Q2 2024. 165 funds tracked by Wall St. Rank hold CION as of Q4 2025.

  • CIBC Private Wealth Group held 2,000 shares of CION Investment worth $19.3K as of Q4 2025.
  • CIBC Private Wealth Group left its CION Investment share count unchanged in Q4 2025.
  • CION Investment made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2177 holding.
  • CIBC Private Wealth Group first reported a position in CION Investment in Q1 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's CION Investment position peaked at $49.6K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held CION Investment as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.