Osbon Capital Management’s CION Investment CION Stock Holding History

Osbon Capital Management’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	$1.55K	Buy	+226	New	+$1.9K	﹤0.01%	440

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

Osbon Capital Management's CION Position: Q1 2026 in Review

Osbon Capital Management opened a new position in CION Investment (CION) in Q1 2026: 226 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

Osbon Capital Management held 226 shares of CION Investment worth $1.55K as of Q1 2026.
CION Investment was a new Osbon Capital Management position in Q1 2026.
CION Investment made up ﹤0.01% of Osbon Capital Management's portfolio in Q1 2026, its #440 holding.
159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.