Federation des caisses Desjardins du Quebec’s CION Investment CION Stock Holding History

Federation des caisses Desjardins du Quebec’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	-800	Closed	-$7.74K	–	2984
2025 Q4	$7.74K	Hold	800	–	–	﹤0.01%	2336
2025 Q3	$7.58K	Hold	800	–	–	﹤0.01%	2347
2025 Q2	$7.66K	Hold	800	–	–	﹤0.01%	2136
2025 Q1	$8.28K	Hold	800	–	–	﹤0.01%	2018
2024 Q4	$9.12K	Hold	800	–	–	﹤0.01%	1911
2024 Q3	$9.52K	Buy	+800	New	+$9.65K	﹤0.01%	1898

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Federation des caisses Desjardins du Quebec's CION Position: Q1 2026 in Review

Federation des caisses Desjardins du Quebec sold out of CION Investment (CION) in Q1 2026, closing a stake of 800 shares — an estimated $7.74K sold.

Federation des caisses Desjardins du Quebec first reported a position in CION in Q3 2024 and held it in 6 quarters. The position peaked at $9.52K in Q3 2024. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

Federation des caisses Desjardins du Quebec reported no remaining CION Investment position as of Q1 2026 after selling out during the quarter.
Federation des caisses Desjardins du Quebec sold 800 CION Investment shares in Q1 2026, an estimated $7.74K.
Federation des caisses Desjardins du Quebec first reported a position in CION Investment in Q3 2024 and held it in 6 quarters.
Federation des caisses Desjardins du Quebec's CION Investment position peaked at $9.52K in Q3 2024.
159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q1 2026, filed 14 May 2026.