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CSM Advisors’s Sally Beauty Holdings SBH Stock Holding History

CSM Advisors’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 		$11.8M Buy
836,675
+155,028
+23% +$2.09M 0.25% 102
2026
Q1 		$9.44M Buy
681,647
+281,515
+70% +$4.29M 0.23% 105
2025
Q4 		$5.71M Sell
400,132
-69,410
-15% -$1.05M 0.16% 146
2025
Q3 		$7.64M Buy
469,542
+392
+0.1% +$4.93K 0.21% 106
2025
Q2 		$4.35M Buy
+469,150
New +$4.04M 0.13% 194

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

CSM Advisors's SBH Position: Q2 2026 in Review

CSM Advisors increased its Sally Beauty Holdings (SBH) stake by 23% in Q2 2026, buying an estimated $2.09M and bringing the position to 836,675 shares worth $11.8M. The position accounts for 0.25% of the portfolio, ranked #102.

CSM Advisors first reported a position in SBH in Q2 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • CSM Advisors held 836,675 shares of Sally Beauty Holdings worth $11.8M as of Q2 2026.
  • CSM Advisors bought 155,028 Sally Beauty Holdings shares in Q2 2026, an estimated $2.09M.
  • Sally Beauty Holdings made up 0.25% of CSM Advisors's portfolio in Q2 2026, its #102 holding.
  • CSM Advisors first reported a position in Sally Beauty Holdings in Q2 2025 and has held it in 5 quarters since.
  • 250 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.