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Thurston Springer Miller Herd & Titak’s CION Investment CION Stock Holding History

Thurston Springer Miller Herd & Titak’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
-1,068
Closed -$10.2K – 685
2025
Q2 		$10.2K Buy
1,068
+668
+167% +$6.35K ﹤0.01% 1138
2025
Q1 		$4.14K Hold
400
– – ﹤0.01% 1317
2024
Q4 		$4.56K Buy
+400
New +$4.67K ﹤0.01% 1034

Other funds holding CION

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Callodine Capital Management Boston, Massachusetts $1.43B AUM 8.74% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's CION Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of CION Investment (CION) in Q3 2025, closing a stake of 1,068 shares — an estimated $10.2K sold.

Thurston Springer Miller Herd & Titak first reported a position in CION in Q4 2024 and held it in 3 quarters. The position peaked at $10.2K in Q2 2025. 154 funds tracked by Wall St. Rank hold CION as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining CION Investment position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 1,068 CION Investment shares in Q3 2025, an estimated $10.2K.
  • Thurston Springer Miller Herd & Titak first reported a position in CION Investment in Q4 2024 and held it in 3 quarters.
  • Thurston Springer Miller Herd & Titak's CION Investment position peaked at $10.2K in Q2 2025.
  • 154 funds tracked by Wall St. Rank held CION Investment as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.