Stifel Financial
CION icon

Stifel Financial’s CION Investment CION Stock Holding History

Stifel 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
2025
Q3 		– Sell
-49,039
Closed -$469K – 3558
2025
Q2 		$469K Buy
49,039
+6,384
+15% +$60.7K ﹤0.01% 2816
2025
Q1 		$441K Buy
+42,655
New +$495K ﹤0.01% 2756
2024
Q4 		– Sell
-31,945
Closed -$380K – 3397
2024
Q3 		$380K Sell
31,945
-2,091
-6% -$25.2K ﹤0.01% 2832
2024
Q2 		$413K Buy
+34,036
New +$402K ﹤0.01% 2747
2023
Q1 		– Sell
-14,376
Closed -$140K – 3339
2022
Q4 		$140K Buy
14,376
+1,409
+11% +$13.7K ﹤0.01% 3073
2022
Q3 		$110K Sell
12,967
-16,755
-56% -$157K ﹤0.01% 3095
2022
Q2 		$259K Buy
29,722
+17,922
+152% +$193K ﹤0.01% 2825
2022
Q1 		$175K Buy
+11,800
New +$153K ﹤0.01% 3159

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.53B AUM 18.8% 1-Year Est. Return

Stifel Financial's CION Position: Q3 2025 in Review

Stifel Financial sold out of CION Investment (CION) in Q3 2025, closing a stake of 49,039 shares — an estimated $469K sold.

Stifel Financial first reported a position in CION in Q1 2022 and held it in 8 quarters. The position peaked at $469K in Q2 2025. 154 funds tracked by Wall St. Rank hold CION as of Q3 2025.

  • Stifel Financial reported no remaining CION Investment position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 49,039 CION Investment shares in Q3 2025, an estimated $469K.
  • Stifel Financial first reported a position in CION Investment in Q1 2022 and held it in 8 quarters.
  • Stifel Financial's CION Investment position peaked at $469K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held CION Investment as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.