Royal Bank of Canada
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Royal Bank of Canada’s CION Investment CION Stock Holding History

Royal Bank of Canada’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 		$230K Buy
33,645
+7,291
+28% +$61.3K ﹤0.01% 4635
2025
Q4 		$255K Buy
26,354
+15,117
+135% +$146K ﹤0.01% 4617
2025
Q3 		$107K Buy
11,237
+4,381
+64% +$44.2K ﹤0.01% 5472
2025
Q2 		$66K Sell
6,856
-22,901
-77% -$218K ﹤0.01% 5794
2025
Q1 		$308K Sell
29,757
-7,890
-21% -$91.5K ﹤0.01% 4365
2024
Q4 		$429K Sell
37,647
-2,297
-6% -$26.8K ﹤0.01% 4193
2024
Q3 		$475K Sell
39,944
-2,879
-7% -$34.7K ﹤0.01% 4136
2024
Q2 		$519K Sell
42,823
-3,131
-7% -$37K ﹤0.01% 3988
2024
Q1 		$506K Sell
45,954
-55,068
-55% -$607K ﹤0.01% 3964
2023
Q4 		$1.14M Buy
101,022
+43,077
+74% +$458K ﹤0.01% 3563
2023
Q3 		$612K Sell
57,945
-3,462
-6% -$37.5K ﹤0.01% 3867
2023
Q2 		$637K Sell
61,407
-3,524
-5% -$34.8K ﹤0.01% 3755
2023
Q1 		$640K Buy
64,931
+150
+0.2% +$1.57K ﹤0.01% 3667
2022
Q4 		$631K Buy
64,781
+12,885
+25% +$125K ﹤0.01% 3894
2022
Q3 		$441K Buy
51,896
+24,239
+88% +$228K ﹤0.01% 4145
2022
Q2 		$240K Buy
27,657
+16,220
+142% +$174K ﹤0.01% 4653
2022
Q1 		$169K Sell
11,437
-9
-0.1% -$116 ﹤0.01% 5231
2021
Q4 		$150K Buy
+11,446
New +$148K ﹤0.01% 5626

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 $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Royal Bank of Canada's CION Position: Q1 2026 in Review

Royal Bank of Canada increased its CION Investment (CION) stake by 28% in Q1 2026, buying an estimated $61.3K and bringing the position to 33,645 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

Royal Bank of Canada first reported a position in CION in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2023. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • Royal Bank of Canada held 33,645 shares of CION Investment worth $230K as of Q1 2026.
  • Royal Bank of Canada bought 7,291 CION Investment shares in Q1 2026, an estimated $61.3K.
  • CION Investment made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #4635 holding.
  • Royal Bank of Canada first reported a position in CION Investment in Q4 2021 and has held it in 18 quarters since.
  • Royal Bank of Canada's CION Investment position peaked at $1.14M in Q4 2023.
  • 159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.