Raymond James Financial
CION icon

Raymond James Financial’s CION Investment CION Stock Holding History

Raymond James Financial’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 		$1.2M Buy
176,084
+4,564
+3% +$38.3K ﹤0.01% 3733
2025
Q4 		$1.66M Buy
171,520
+6,034
+4% +$58.2K ﹤0.01% 3418
2025
Q3 		$1.57M Sell
165,486
-16,732
-9% -$169K ﹤0.01% 3361
2025
Q2 		$1.74M Buy
182,218
+7,532
+4% +$71.6K ﹤0.01% 3190
2025
Q1 		$1.81M Buy
174,686
+24,598
+16% +$285K ﹤0.01% 3066
2024
Q4 		$1.71M Buy
+150,088
New +$1.75M ﹤0.01% 3073

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
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

Raymond James Financial's CION Position: Q1 2026 in Review

Raymond James Financial increased its CION Investment (CION) stake by 2.7% in Q1 2026, buying an estimated $38.3K and bringing the position to 176,084 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Raymond James Financial first reported a position in CION in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q1 2025. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Raymond James Financial held 176,084 shares of CION Investment worth $1.2M as of Q1 2026.
  • Raymond James Financial bought 4,564 CION Investment shares in Q1 2026, an estimated $38.3K.
  • CION Investment made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3733 holding.
  • Raymond James Financial first reported a position in CION Investment in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's CION Investment position peaked at $1.81M in Q1 2025.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.