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Allworth Financial’s Sally Beauty Holdings SBH Stock Holding History

Allworth Financial’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 		– Sell
-474
Closed -$6.56K – 5365
2026
Q1 		$6.56K Buy
+474
New +$7.23K ﹤0.01% 3790
2025
Q4 		– Sell
-559
Closed -$9.11K – 5256
2025
Q3 		$9.11K Buy
559
+21
+4% +$264 ﹤0.01% 3202
2025
Q2 		$4.98K Buy
538
+81
+18% +$698 ﹤0.01% 3259
2025
Q1 		$3.65K Buy
457
+375
+457% +$3.69K ﹤0.01% 2941
2024
Q4 		$912 Hold
82
– – ﹤0.01% 3427
2024
Q3 		$1.11K Buy
82
+18
+28% +$214 ﹤0.01% 3183
2024
Q2 		$717 Hold
64
– – ﹤0.01% 3273
2024
Q1 		$795 Hold
64
– – ﹤0.01% 3151
2023
Q4 		$850 Sell
64
-2
-3% -$19 ﹤0.01% 3000
2023
Q3 		$554 Buy
+66
New +$701 ﹤0.01% 3019
2022
Q4 		– Sell
-22
Closed – – 3172
2022
Q3 		$0 Buy
+22
New +$305 ﹤0.01% 3055
2020
Q2 		– Sell
-432
Closed -$3K – 1344
2020
Q1 		$3K Buy
+432
New +$5.74K ﹤0.01% 1003

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

Allworth Financial's SBH Position: Q2 2026 in Review

Allworth Financial sold out of Sally Beauty Holdings (SBH) in Q2 2026, closing a stake of 474 shares — an estimated $6.56K sold.

Allworth Financial first reported a position in SBH in Q1 2020 and held it in 12 quarters. The position peaked at $9.11K in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Allworth Financial reported no remaining Sally Beauty Holdings position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 474 Sally Beauty Holdings shares in Q2 2026, an estimated $6.56K.
  • Allworth Financial first reported a position in Sally Beauty Holdings in Q1 2020 and held it in 12 quarters.
  • Allworth Financial's Sally Beauty Holdings position peaked at $9.11K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.