Symmetry Partners
CION icon

Symmetry Partners’s CION Investment CION Stock Holding History

Symmetry Partners’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
Q3 		$233K Hold
33,214
– – 0.01% 288
2026
Q2 		$207K Hold
33,214
– – 0.01% 264
2026
Q1 		$227K Sell
33,214
-6,014
-15% -$50.5K 0.01% 178
2025
Q4 		$379K Sell
39,228
-1,148
-3% -$11.1K 0.02% 117
2025
Q3 		$383K Hold
40,376
– – 0.04% 105
2025
Q2 		$386K Buy
40,376
+21,817
+118% +$207K 0.05% 97
2025
Q1 		$192K Buy
+18,559
New +$215K 0.03% 132

Other funds holding CION

Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Symmetry Partners's CION Position: Q3 2026 in Review

Symmetry Partners held its CION Investment (CION) position steady in Q3 2026 at 33,214 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #288.

Symmetry Partners first reported a position in CION in Q1 2025 and has held it in 7 quarters since. The position peaked at $386K in Q2 2025. 83 funds tracked by Wall St. Rank hold CION as of Q3 2026.

  • Symmetry Partners held 33,214 shares of CION Investment worth $233K as of Q3 2026.
  • Symmetry Partners left its CION Investment share count unchanged in Q3 2026.
  • CION Investment made up 0.01% of Symmetry Partners's portfolio in Q3 2026, its #288 holding.
  • Symmetry Partners first reported a position in CION Investment in Q1 2025 and has held it in 7 quarters since.
  • Symmetry Partners's CION Investment position peaked at $386K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held CION Investment as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.