Skip to main content
Equibles

Cerity Partners LLC

Position in CION — CION Investment Corp

CIK 1566475 NEW YORK, NY
Back to CION Full portfolio

Position in CION

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$136,211
-$17,757 QoQ
Shares Held
21,864
-2.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 138 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority Sole 87% Shared 13% None 0%

Common Shares in CION Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. CION ranks #113 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 169,709 $163,185,384
2 NTRS
Northern Trust Corp
 497,727 $86,524,861
3 BX
Blackstone Inc.
 606,509 $71,367,913
4 APO
Apollo Global Management, Inc.
 388,650 $45,981,179
5 AMP
Ameriprise Financial Inc
 81,171 $37,238,006
6 KKR
KKR & Co. Inc.
 299,707 $27,507,107
7 PDO
PIMCO Dynamic Income Opportunities Fund
 1,734,470 $22,929,693
8 PFG
Principal Financial Group Inc
 208,030 $22,421,472

All Filings in CION

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $136,211 21,864
2026-03-31 $153,968 22,510
2025-12-31 $224,236 23,189
2025-09-30 $228,126 24,064
2025-06-30 $230,292 24,064
2025-03-31 $265,643 25,666
2024-12-31 $292,592 25,666
2024-09-30 $331,867 27,888
2024-06-30 $338,002 27,888
2024-03-31 $282,326 25,666
2023-12-31 $277,275 24,516
2023-06-30 $245,082 23,611
2023-03-31 $233,040 23,611
2022-12-31 $230,207 23,611
2022-09-30 $200,693 23,611