Corient Private Wealth
SBH icon

Corient Private Wealth’s Sally Beauty Holdings SBH Stock Holding History

Corient Private Wealth’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 		$251K Buy
+17,745
New +$239K ﹤0.01% 2667
2025
Q4 		– Sell
-16,795
Closed -$273K – 2770
2025
Q3 		$273K Buy
+16,795
New +$211K ﹤0.01% 2181
2025
Q2 		– Sell
-17,470
Closed -$158K – 2522
2025
Q1 		$158K Sell
17,470
-1,711
-9% -$16.9K ﹤0.01% 2112
2024
Q4 		$200K Buy
19,181
+1,069
+6% +$13.7K ﹤0.01% 2120
2024
Q3 		$246K Buy
18,112
+2,026
+13% +$24.1K ﹤0.01% 2117
2024
Q2 		$173K Buy
16,086
+547
+4% +$6.01K ﹤0.01% 2143
2024
Q1 		$193K Sell
15,539
-159
-1% -$1.99K ﹤0.01% 2113
2023
Q4 		$208K Buy
+15,698
New +$152K ﹤0.01% 2055

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

Corient Private Wealth's SBH Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Sally Beauty Holdings (SBH) in Q2 2026: 17,745 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #2667 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in SBH as recently as Q3 2025.

Corient Private Wealth first reported a position in SBH in Q4 2023 and has held it in 8 quarters since. The position peaked at $273K in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Corient Private Wealth held 17,745 shares of Sally Beauty Holdings worth $251K as of Q2 2026.
  • Sally Beauty Holdings was a new Corient Private Wealth position in Q2 2026.
  • Sally Beauty Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2667 holding.
  • Corient Private Wealth first reported a position in Sally Beauty Holdings in Q4 2023 and has held it in 8 quarters since.
  • Corient Private Wealth's Sally Beauty Holdings position peaked at $273K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.