SAG
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SageView Advisory Group’s CION Investment CION Stock Holding History

SageView Advisory 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
Q1 		– Sell
-9,071
Closed -$87.7K – 934
2025
Q4 		$87.7K Sell
9,071
-1,196
-12% -$11.5K ﹤0.01% 868
2025
Q3 		$97.3K Sell
10,267
-1,055
-9% -$10.7K ﹤0.01% 635
2025
Q2 		$113K Hold
11,322
– – ﹤0.01% 607
2025
Q1 		$117K Hold
11,322
– – 0.01% 588
2024
Q4 		$129K Hold
11,322
– – 0.01% 579
2024
Q3 		$135K Hold
11,322
– – 0.01% 501
2024
Q2 		$137K Sell
11,322
-3,611
-24% -$42.6K 0.01% 548
2024
Q1 		$164K Hold
14,933
– – 0.01% 513
2023
Q4 		$171K Sell
14,933
-1,813
-11% -$19.3K 0.01% 617
2023
Q3 		$177K Buy
16,746
+54
+0.3% +$585 0.01% 515
2023
Q2 		$173K Sell
16,692
-1,572
-9% -$15.5K 0.01% 534
2023
Q1 		$180K Buy
18,264
+972
+6% +$10.2K 0.01% 452
2022
Q4 		$169K Buy
+17,292
New +$168K 0.01% 399

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

SageView Advisory Group's CION Position: Q1 2026 in Review

SageView Advisory Group sold out of CION Investment (CION) in Q1 2026, closing a stake of 9,071 shares — an estimated $87.7K sold.

SageView Advisory Group first reported a position in CION in Q4 2022 and held it in 13 quarters. The position peaked at $180K in Q1 2023. 161 funds tracked by Wall St. Rank hold CION as of Q1 2026.

  • SageView Advisory Group reported no remaining CION Investment position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 9,071 CION Investment shares in Q1 2026, an estimated $87.7K.
  • SageView Advisory Group first reported a position in CION Investment in Q4 2022 and held it in 13 quarters.
  • SageView Advisory Group's CION Investment position peaked at $180K in Q1 2023.
  • 161 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.