Carson Wealth (CWM LLC)
SIBN icon

Carson Wealth (CWM LLC)’s SI-BONE Inc SIBN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SIBN Stock Details SIBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.4K Buy
4,701
+3,932
+511% +$61.5K ﹤0.01% 3687
2025
Q4 		$15K Buy
769
+24
+3% +$417 ﹤0.01% 4338
2025
Q3 		$11K Sell
745
-181
-20% -$2.96K ﹤0.01% 4444
2025
Q2 		$17K Buy
926
+372
+67% +$6.17K ﹤0.01% 4017
2025
Q1 		$8K Buy
554
+314
+131% +$5.07K ﹤0.01% 4238
2024
Q4 		$3K Sell
240
-129
-35% -$1.74K ﹤0.01% 4450
2024
Q3 		$5K Buy
369
+120
+48% +$1.8K ﹤0.01% 4136
2024
Q2 		$3K Buy
249
+100
+67% +$1.43K ﹤0.01% 4122
2024
Q1 		$2K Buy
149
+6
+4% +$113 ﹤0.01% 4033
2023
Q4 		$3K Sell
143
-4
-3% -$74 ﹤0.01% 3738
2023
Q3 		$3K Hold
147
– – ﹤0.01% 3703
2023
Q2 		$4K Buy
147
+4
+3% +$98 ﹤0.01% 3564
2023
Q1 		$3K Hold
143
– – ﹤0.01% 3564
2022
Q4 		$2K Hold
143
– – ﹤0.01% 3622
2022
Q3 		$2K Hold
143
– – ﹤0.01% 3533
2022
Q2 		$2K Buy
+143
New +$2.38K ﹤0.01% 3403

Other funds holding SIBN

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SIBN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SI-BONE Inc (SIBN) stake by 511% in Q1 2026, buying an estimated $61.5K and bringing the position to 4,701 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3687.

Carson Wealth (CWM LLC) first reported a position in SIBN in Q2 2022 and has held it in 16 quarters since. 180 funds tracked by Wall St. Rank hold SIBN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,701 shares of SI-BONE Inc worth $59.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,932 SI-BONE Inc shares in Q1 2026, an estimated $61.5K.
  • SI-BONE Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3687 holding.
  • Carson Wealth (CWM LLC) first reported a position in SI-BONE Inc in Q2 2022 and has held it in 16 quarters since.
  • 180 funds tracked by Wall St. Rank held SI-BONE Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.