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Charter Oak Capital Management’s SI-BONE Inc SIBN Stock Holding History

Charter Oak Capital Management’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 		$303K Hold
24,003
– – 0.02% 163
2025
Q4 		$473K Hold
24,003
– – 0.04% 133
2025
Q3 		$353K Hold
24,003
– – 0.03% 153
2025
Q2 		$452K Hold
24,003
– – 0.04% 122
2025
Q1 		$337K Buy
+24,003
New +$387K 0.03% 138
2024
Q3 		– Sell
-24,003
Closed -$310K – 190
2024
Q2 		$310K Buy
+24,003
New +$343K 0.03% 138

Other funds holding SIBN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Charter Oak Capital Management's SIBN Position: Q1 2026 in Review

Charter Oak Capital Management held its SI-BONE Inc (SIBN) position steady in Q1 2026 at 24,003 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #163.

Charter Oak Capital Management first reported a position in SIBN in Q2 2024 and has held it in 6 quarters since. The position peaked at $473K in Q4 2025. 180 funds tracked by Wall St. Rank hold SIBN as of Q1 2026.

  • Charter Oak Capital Management held 24,003 shares of SI-BONE Inc worth $303K as of Q1 2026.
  • Charter Oak Capital Management left its SI-BONE Inc share count unchanged in Q1 2026.
  • SI-BONE Inc made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #163 holding.
  • Charter Oak Capital Management first reported a position in SI-BONE Inc in Q2 2024 and has held it in 6 quarters since.
  • Charter Oak Capital Management's SI-BONE Inc position peaked at $473K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held SI-BONE Inc as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.