AIM
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Access Investment Management’s Sally Beauty Holdings SBH Stock Holding History

Access Investment Management’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
Q2 		$8.01M Buy
566,724
+2,869
+0.5% +$38.7K 2.05% 18
2026
Q1 		$7.81M Sell
563,855
-200
-0% -$3.05K 2.08% 16
2025
Q4 		$9.18M Hold
564,055
– – 2.47% 13
2025
Q3 		$9.18M Buy
564,055
+1,750
+0.3% +$22K 2.47% 13
2025
Q2 		$5.21M Buy
+562,305
New +$4.84M 1.48% 25
2024
Q4 		$3.18M Buy
303,845
+53,670
+21% +$686K 0.92% 33
2024
Q3 		$3.39M Buy
250,175
+180
+0.1% +$2.14K 1.03% 30
2024
Q2 		$2.68M Hold
249,995
– – 0.87% 36
2024
Q1 		$3.1M Hold
249,995
– – 1.03% 30
2023
Q4 		$3.32M Buy
+249,995
New +$2.42M 1.24% 25

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Access Investment Management's SBH Position: Q2 2026 in Review

Access Investment Management increased its Sally Beauty Holdings (SBH) stake by 0.51% in Q2 2026, buying an estimated $38.7K and bringing the position to 566,724 shares worth $8.01M. The position accounts for 2.05% of the portfolio, ranked #18.

Access Investment Management first reported a position in SBH in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.18M in Q4 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Access Investment Management held 566,724 shares of Sally Beauty Holdings worth $8.01M as of Q2 2026.
  • Access Investment Management bought 2,869 Sally Beauty Holdings shares in Q2 2026, an estimated $38.7K.
  • Sally Beauty Holdings made up 2.05% of Access Investment Management's portfolio in Q2 2026, its #18 holding.
  • Access Investment Management first reported a position in Sally Beauty Holdings in Q4 2023 and has held it in 10 quarters since.
  • Access Investment Management's Sally Beauty Holdings position peaked at $9.18M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.