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Founders Financial Securities’s CION Investment CION Stock Holding History

Founders Financial Securities’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 		$230K Hold
36,904
– – 0.01% 514
2026
Q1 		$262K Sell
36,904
-11,877
-24% -$99.8K 0.01% 472
2025
Q4 		$472K Buy
48,781
+11,877
+32% +$114K 0.03% 387
2025
Q3 		$350K Sell
36,904
-16,295
-31% -$165K 0.02% 404
2025
Q2 		$509K Buy
53,199
+17
+0% +$162 0.04% 343
2025
Q1 		$539K Buy
53,182
+15,978
+43% +$185K 0.05% 304
2024
Q4 		$424K Sell
37,204
-2,639
-7% -$30.8K 0.04% 331
2024
Q3 		$474K Sell
39,843
-15,569
-28% -$188K 0.04% 280
2024
Q2 		$672K Buy
55,412
+13,869
+33% +$164K 0.06% 237
2024
Q1 		$457K Sell
41,543
-350
-0.8% -$3.86K 0.05% 278
2023
Q4 		$474K Sell
41,893
-1,251
-3% -$13.3K 0.05% 253
2023
Q3 		$456K Buy
43,144
+1,251
+3% +$13.5K 0.06% 225
2023
Q2 		$435K Hold
41,893
– – 0.06% 227
2023
Q1 		$413K Hold
41,893
– – 0.06% 223
2022
Q4 		$408K Sell
41,893
-13,447
-24% -$131K 0.06% 214
2022
Q3 		$470K Buy
+55,340
New +$519K 0.08% 181

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

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

Founders Financial Securities held its CION Investment (CION) position steady in Q2 2026 at 36,904 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #514.

Founders Financial Securities first reported a position in CION in Q3 2022 and has held it in 16 quarters since. The position peaked at $672K in Q2 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Founders Financial Securities held 36,904 shares of CION Investment worth $230K as of Q2 2026.
  • Founders Financial Securities left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up 0.01% of Founders Financial Securities's portfolio in Q2 2026, its #514 holding.
  • Founders Financial Securities first reported a position in CION Investment in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's CION Investment position peaked at $672K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.