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Simon Quick Advisors’s CION Investment CION Stock Holding History

Simon Quick Advisors’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
2025
Q4 		– Sell
-26,460
Closed -$251K – 398
2025
Q3 		$251K Buy
26,460
+934
+4% +$9.43K 0.01% 355
2025
Q2 		$244K Buy
25,526
+1,902
+8% +$18.1K 0.01% 323
2025
Q1 		$245K Buy
23,624
+103
+0.4% +$1.19K 0.01% 497
2024
Q4 		$268K Buy
23,521
+694
+3% +$8.1K 0.02% 373
2024
Q3 		$272K Buy
22,827
+756
+3% +$9.12K 0.02% 344
2024
Q2 		$267K Buy
22,071
+637
+3% +$7.52K 0.02% 304
2024
Q1 		$236K Buy
21,434
+1,020
+5% +$11.2K 0.02% 361
2023
Q4 		$231K Buy
20,414
+709
+4% +$7.54K 0.02% 287
2023
Q3 		$208K Buy
19,705
+590
+3% +$6.39K 0.02% 306
2023
Q2 		$198K Buy
19,115
+588
+3% +$5.8K 0.02% 270
2023
Q1 		$183K Buy
18,527
+1,058
+6% +$11.1K 0.02% 260
2022
Q4 		$170K Buy
+17,469
New +$170K 0.02% 226

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Simon Quick Advisors's CION Position: Q4 2025 in Review

Simon Quick Advisors sold out of CION Investment (CION) in Q4 2025, closing a stake of 26,460 shares — an estimated $251K sold.

Simon Quick Advisors first reported a position in CION in Q4 2022 and held it in 12 quarters. The position peaked at $272K in Q3 2024. 165 funds tracked by Wall St. Rank hold CION as of Q4 2025.

  • Simon Quick Advisors reported no remaining CION Investment position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 26,460 CION Investment shares in Q4 2025, an estimated $251K.
  • Simon Quick Advisors first reported a position in CION Investment in Q4 2022 and held it in 12 quarters.
  • Simon Quick Advisors's CION Investment position peaked at $272K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held CION Investment as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.