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Bailard’s Sally Beauty Holdings SBH Stock Holding History

Bailard’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
-41,318
Closed -$572K – 841
2026
Q1 		$572K Buy
41,318
+8,218
+25% +$125K 0.01% 459
2025
Q4 		$472K Buy
+33,100
New +$499K 0.01% 484
2025
Q3 		– Sell
-69,400
Closed -$643K – 867
2025
Q2 		$643K Sell
69,400
-5,900
-8% -$50.8K 0.02% 434
2025
Q1 		$680K Buy
+75,300
New +$742K 0.02% 385

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

Bailard's SBH Position: Q2 2026 in Review

Bailard sold out of Sally Beauty Holdings (SBH) in Q2 2026, closing a stake of 41,318 shares — an estimated $572K sold.

Bailard first reported a position in SBH in Q1 2025 and held it in 4 quarters. The position peaked at $680K in Q1 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Bailard reported no remaining Sally Beauty Holdings position as of Q2 2026 after selling out during the quarter.
  • Bailard sold 41,318 Sally Beauty Holdings shares in Q2 2026, an estimated $572K.
  • Bailard first reported a position in Sally Beauty Holdings in Q1 2025 and held it in 4 quarters.
  • Bailard's Sally Beauty Holdings position peaked at $680K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.