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Independent Financial Group’s CION Investment CION Stock Holding History

Independent Financial Group’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 		$390K Buy
62,627
+17,820
+40% +$125K 0.01% 1096
2026
Q1 		$306K Sell
44,807
-181,542
-80% -$1.53M 0.01% 1150
2025
Q4 		$2.19M Sell
226,349
-63,333
-22% -$610K 0.05% 366
2025
Q3 		$2.75M Buy
289,682
+10,673
+4% +$108K 0.07% 294
2025
Q2 		$2.67M Sell
279,009
-57,275
-17% -$545K 0.07% 271
2025
Q1 		$3.48M Buy
336,284
+4,396
+1% +$51K 0.12% 174
2024
Q4 		$3.78M Buy
331,888
+2,430
+0.7% +$28.4K 0.13% 153
2024
Q3 		$3.92M Buy
329,458
+15,329
+5% +$185K 0.14% 133
2024
Q2 		$3.81M Buy
314,129
+7,429
+2% +$87.7K 0.15% 128
2024
Q1 		$3.37M Buy
306,700
+17,204
+6% +$190K 0.16% 129
2023
Q4 		$3.27M Buy
289,496
+68,065
+31% +$723K 0.18% 128
2023
Q3 		$2.34M Buy
221,431
+23,010
+12% +$249K 0.15% 143
2023
Q2 		$2.06M Buy
198,421
+22,832
+13% +$225K 0.14% 157
2023
Q1 		$1.73M Buy
175,589
+32,303
+23% +$338K 0.14% 166
2022
Q4 		$1.4M Buy
143,286
+27,022
+23% +$262K 0.12% 169
2022
Q3 		$988K Buy
116,264
+37,121
+47% +$348K 0.09% 227
2022
Q2 		$689K Buy
79,143
+51,971
+191% +$558K 0.07% 302
2022
Q1 		$402K Buy
27,172
+4,849
+22% +$62.7K 0.03% 498
2021
Q4 		$292K Buy
+22,323
New +$288K 0.02% 606

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

Independent Financial Group's CION Position: Q2 2026 in Review

Independent Financial Group increased its CION Investment (CION) stake by 40% in Q2 2026, buying an estimated $125K and bringing the position to 62,627 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #1096.

Independent Financial Group first reported a position in CION in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.92M in Q3 2024. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Independent Financial Group held 62,627 shares of CION Investment worth $390K as of Q2 2026.
  • Independent Financial Group bought 17,820 CION Investment shares in Q2 2026, an estimated $125K.
  • CION Investment made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1096 holding.
  • Independent Financial Group first reported a position in CION Investment in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's CION Investment position peaked at $3.92M in Q3 2024.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.