Sunbelt Securities’s CION Investment CION Stock Holding History

Sunbelt Securities’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	$22.7K	Buy	3,314 +1,314	+66%	+$11K	﹤0.01%	1254
2025 Q4	$19.3K	Hold	2,000	–	–	﹤0.01%	1262
2025 Q3	$19K	Hold	2,000	–	–	﹤0.01%	1276
2025 Q2	$22.8K	Hold	2,000	–	–	﹤0.01%	1139
2025 Q1	$20.7K	Hold	2,000	–	–	﹤0.01%	1118
2024 Q4	$22.5K	Hold	2,000	–	–	﹤0.01%	1144
2024 Q3	$23.8K	Hold	2,000	–	–	﹤0.01%	1130
2024 Q2	$24.2K	Hold	2,000	–	–	﹤0.01%	1076
2024 Q1	$22K	Hold	2,000	–	–	﹤0.01%	1073
2023 Q4	$22.6K	Sell	2,000 -1,000	-33%	-$10.6K	﹤0.01%	1001
2023 Q3	$31.7K	Sell	3,000 -2,741	-48%	-$29.7K	﹤0.01%	905
2023 Q2	$59.6K	Sell	5,741 -3,209	-36%	-$31.6K	0.01%	751
2023 Q1	$86.5K	Buy	+8,950	New	+$93.8K	0.01%	614

Other funds holding CION

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sunbelt Securities's CION Position: Q1 2026 in Review

Sunbelt Securities increased its CION Investment (CION) stake by 66% in Q1 2026, buying an estimated $11K and bringing the position to 3,314 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Sunbelt Securities first reported a position in CION in Q1 2023 and has held it in 13 quarters since. The position peaked at $86.5K in Q1 2023. 159 funds tracked by Wall St. Rank hold CION as of Q1 2026.

Sunbelt Securities held 3,314 shares of CION Investment worth $22.7K as of Q1 2026.
Sunbelt Securities bought 1,314 CION Investment shares in Q1 2026, an estimated $11K.
CION Investment made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1254 holding.
Sunbelt Securities first reported a position in CION Investment in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's CION Investment position peaked at $86.5K in Q1 2023.
159 funds tracked by Wall St. Rank held CION Investment as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.