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Concurrent Investment Advisors’s CION Investment CION Stock Holding History

Concurrent Investment Advisors’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 		$192K Sell
30,842
-9,731
-24% -$68K ﹤0.01% 1959
2026
Q1 		$278K Sell
40,573
-4,501
-10% -$37.8K ﹤0.01% 1550
2025
Q4 		$436K Sell
45,074
-740
-2% -$7.13K 0.01% 1208
2025
Q3 		$434K Sell
45,814
-5,472
-11% -$55.2K 0.01% 975
2025
Q2 		$491K Buy
51,286
+8,303
+19% +$78.9K 0.01% 856
2025
Q1 		$445K Buy
42,983
+161
+0.4% +$1.87K 0.01% 779
2024
Q4 		$488K Buy
42,822
+1,093
+3% +$12.8K 0.01% 671
2024
Q3 		$497K Buy
41,729
+1,190
+3% +$14.4K 0.01% 624
2024
Q2 		$491K Sell
40,539
-1,442
-3% -$17K 0.02% 590
2024
Q1 		$462K Sell
41,981
-2,405
-5% -$26.5K 0.02% 573
2023
Q4 		$502K Buy
+44,386
New +$472K 0.02% 498

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Concurrent Investment Advisors's CION Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its CION Investment (CION) stake by 24% in Q2 2026, selling an estimated $68K and leaving 30,842 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Concurrent Investment Advisors first reported a position in CION in Q4 2023 and has held it in 11 quarters since. The position peaked at $502K in Q4 2023. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Concurrent Investment Advisors held 30,842 shares of CION Investment worth $192K as of Q2 2026.
  • Concurrent Investment Advisors sold 9,731 CION Investment shares in Q2 2026, an estimated $68K.
  • CION Investment made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1959 holding.
  • Concurrent Investment Advisors first reported a position in CION Investment in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's CION Investment position peaked at $502K in Q4 2023.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.