Bank of Montreal
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Bank of Montreal’s Sally Beauty Holdings SBH Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-70,900
Closed -$968K – 4262
2023
Q4 		$968K Buy
+70,900
New +$687K ﹤0.01% 2065

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return

Bank of Montreal's SBH Position: Q2 2026 in Review

Bank of Montreal increased its Sally Beauty Holdings (SBH) stake by 0.66% in Q2 2026, buying an estimated $1.16K and bringing the position to 13,180 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #3037.

Bank of Montreal first reported a position in SBH in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.75M in Q1 2023. 140 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Bank of Montreal held 13,180 shares of Sally Beauty Holdings worth $186K as of Q2 2026.
  • Bank of Montreal bought 86 Sally Beauty Holdings shares in Q2 2026, an estimated $1.16K.
  • Sally Beauty Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3037 holding.
  • Bank of Montreal first reported a position in Sally Beauty Holdings in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Sally Beauty Holdings position peaked at $5.75M in Q1 2023.
  • 140 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.