Superior Planning, LLC’s Sally Beauty Holdings SBH Stock Holding History

Superior Planning, LLC’s Portfolio SBH Stock Details SBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$246	Buy	+15	New	+$238	﹤0.01%	2013

Other funds holding SBH

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's SBH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sally Beauty Holdings (SBH) in Q3 2026: 15 shares worth $246. The stake represents ﹤0.01% of the portfolio and ranks #2013 among its holdings.

164 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

Superior Planning, LLC held 15 shares of Sally Beauty Holdings worth $246 as of Q3 2026.
Sally Beauty Holdings was a new Superior Planning, LLC position in Q3 2026.
Sally Beauty Holdings made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2013 holding.
164 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.