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LVW Advisors’s SI-BONE Inc SIBN Stock Holding History

LVW Advisors’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
Q2 		$299K Buy
18,302
+3,287
+22% +$47K 0.03% 351
2026
Q1 		$190K Buy
+15,015
New +$235K 0.02% 423
2021
Q3 		– Sell
-8,544
Closed -$269K – 248
2021
Q2 		$269K Buy
8,544
+77
+0.9% +$2.49K 0.05% 195
2021
Q1 		$269K Buy
+8,467
New +$260K 0.05% 187

Other funds holding SIBN

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
HHCP
Hilton Head Capital Partners Hilton Head Island, South Carolina $198M AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LVW Advisors's SIBN Position: Q2 2026 in Review

LVW Advisors increased its SI-BONE Inc (SIBN) stake by 22% in Q2 2026, buying an estimated $47K and bringing the position to 18,302 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #351.

LVW Advisors first reported a position in SIBN in Q1 2021 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SIBN as of Q2 2026.

  • LVW Advisors held 18,302 shares of SI-BONE Inc worth $299K as of Q2 2026.
  • LVW Advisors bought 3,287 SI-BONE Inc shares in Q2 2026, an estimated $47K.
  • SI-BONE Inc made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #351 holding.
  • LVW Advisors first reported a position in SI-BONE Inc in Q1 2021 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held SI-BONE Inc as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.