Rothwell Investment Advisors, LLC’s Sally Beauty Holdings SBH Stock Holding History

Rothwell Investment Advisors, 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	$140K	Buy	+8,550	New	+$135K	0.08%	231

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SBH Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Sally Beauty Holdings (SBH) in Q3 2026: 8,550 shares worth $140K. The stake represents 0.08% of the portfolio and ranks #231 among its holdings.

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

Rothwell Investment Advisors, LLC held 8,550 shares of Sally Beauty Holdings worth $140K as of Q3 2026.
Sally Beauty Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Sally Beauty Holdings made up 0.08% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #231 holding.
107 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.