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Wilmington Savings Fund Society’s CION Investment CION Stock Holding History

Wilmington Savings Fund Society’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
Q2 		– Sell
-1,000
Closed -$6.84K – 1500
2026
Q1 		$6.84K Buy
+1,000
New +$8.4K ﹤0.01% 1235

Other funds holding CION

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Wilmington Savings Fund Society's CION Position: Q2 2026 in Review

Wilmington Savings Fund Society sold out of CION Investment (CION) in Q2 2026, closing a stake of 1,000 shares — an estimated $6.84K sold.

Wilmington Savings Fund Society first reported a position in CION in Q1 2026 and held it in 1 quarter. The position peaked at $6.84K in Q1 2026. 35 funds tracked by Wall St. Rank hold CION as of Q2 2026.

  • Wilmington Savings Fund Society reported no remaining CION Investment position as of Q2 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 1,000 CION Investment shares in Q2 2026, an estimated $6.84K.
  • Wilmington Savings Fund Society first reported a position in CION Investment in Q1 2026 and held it in 1 quarter.
  • Wilmington Savings Fund Society's CION Investment position peaked at $6.84K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held CION Investment as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.