SP
CION icon

Sherman Porfolios’s CION Investment CION Stock Holding History

Sherman Porfolios’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 		$979K Hold
143,122
– – 0.08% 74
2026
Q1 		$979K Sell
143,122
-50,636
-26% -$425K 0.08% 74
2025
Q4 		$1.87M Buy
+193,758
New +$1.87M 0.13% 105

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

Sherman Porfolios's CION Position: Q2 2026 in Review

Sherman Porfolios held its CION Investment (CION) position steady in Q2 2026 at 143,122 shares worth $979K. The position accounts for 0.08% of the portfolio, ranked #74.

Sherman Porfolios first reported a position in CION in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q4 2025. 138 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Sherman Porfolios held 143,122 shares of CION Investment worth $979K as of Q2 2026.
  • Sherman Porfolios left its CION Investment share count unchanged in Q2 2026.
  • CION Investment made up 0.08% of Sherman Porfolios's portfolio in Q2 2026, its #74 holding.
  • Sherman Porfolios first reported a position in CION Investment in Q4 2025 and has held it in 3 quarters since.
  • Sherman Porfolios's CION Investment position peaked at $1.87M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Sherman Porfolios's 13F filing for Q2 2026, filed 12 Aug 2026.