Founders Financial Alliance’s CION Investment CION Stock Holding History

Founders Financial Alliance’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	$180K	Sell	28,913 -700	-2%	-$4.89K	0.02%	448
2026 Q1	$203K	Buy	29,613 +1,601	+6%	+$13.5K	0.04%	386
2025 Q4	$271K	Buy	28,012 +4	+0%	+$39	0.05%	307
2025 Q3	$266K	Buy	28,008 +3,420	+14%	+$34.5K	0.05%	309
2025 Q2	$235K	Sell	24,588 -89	-0.4%	-$846	0.05%	295
2025 Q1	$255K	Buy	24,677 +2,908	+13%	+$33.7K	0.06%	286
2024 Q4	$248K	Buy	21,769 +1,086	+5%	+$12.7K	0.07%	246
2024 Q3	$246K	Buy	20,683 +3,964	+24%	+$47.8K	0.07%	252
2024 Q2	$203K	Buy	16,719 +4,993	+43%	+$59K	0.06%	264
2024 Q1	$129K	Buy	+11,726	New	+$129K	0.04%	306

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 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

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

Founders Financial Alliance's CION Position: Q2 2026 in Review

Founders Financial Alliance reduced its CION Investment (CION) stake by 2.4% in Q2 2026, selling an estimated $4.89K and leaving 28,913 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #448.

Founders Financial Alliance first reported a position in CION in Q1 2024 and has held it in 10 quarters since. The position peaked at $271K in Q4 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

Founders Financial Alliance held 28,913 shares of CION Investment worth $180K as of Q2 2026.
Founders Financial Alliance sold 700 CION Investment shares in Q2 2026, an estimated $4.89K.
CION Investment made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #448 holding.
Founders Financial Alliance first reported a position in CION Investment in Q1 2024 and has held it in 10 quarters since.
Founders Financial Alliance's CION Investment position peaked at $271K in Q4 2025.
138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.