FFA
CION icon

Farther Finance Advisors’s CION Investment CION Stock Holding History

Farther Finance 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 		$36.3K Hold
5,826
– – ﹤0.01% 3507
2026
Q1 		$39.4K Hold
5,826
– – ﹤0.01% 3168
2025
Q4 		$56.3K Hold
5,826
– – ﹤0.01% 2734
2025
Q3 		$55.2K Hold
5,826
– – ﹤0.01% 2382
2025
Q2 		$55.8K Hold
5,826
– – ﹤0.01% 2082
2025
Q1 		$61.1K Hold
5,826
– – ﹤0.01% 1797
2024
Q4 		$66.4K Sell
5,826
-81
-1% -$945 ﹤0.01% 1508
2024
Q3 		$70.3K Buy
5,907
+81
+1% +$977 ﹤0.01% 1470
2024
Q2 		$70.8K Sell
5,826
-16,395
-74% -$194K ﹤0.01% 1265
2024
Q1 		$246K Buy
22,221
+21,426
+2,695% +$236K 0.02% 618
2023
Q4 		$8.99K Buy
+795
New +$8.45K ﹤0.01% 1665

Other funds holding CION

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SL
SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM

Farther Finance Advisors's CION Position: Q2 2026 in Review

Farther Finance Advisors held its CION Investment (CION) position steady in Q2 2026 at 5,826 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3507.

Farther Finance Advisors first reported a position in CION in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q1 2024. 14 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Farther Finance Advisors held 5,826 shares of CION Investment worth $36.3K as of Q2 2026.
  • Farther Finance Advisors left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3507 holding.
  • Farther Finance Advisors first reported a position in CION Investment in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's CION Investment position peaked at $246K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.