CI
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CX Institutional’s Sally Beauty Holdings SBH Stock Holding History

CX Institutional’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
Q3 		– Sell
-450,630
Closed -$6.37M – 1726
2026
Q2 		$6.37M Buy
450,630
+32,740
+8% +$442K 0.18% 133
2026
Q1 		$5.79M Buy
+417,890
New +$6.37M 0.18% 145

Other funds holding SBH

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's SBH Position: Q3 2026 in Review

CX Institutional sold out of Sally Beauty Holdings (SBH) in Q3 2026, closing a stake of 450,630 shares — an estimated $6.37M sold.

CX Institutional first reported a position in SBH in Q1 2026 and held it in 2 quarters. The position peaked at $6.37M in Q2 2026. 12 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

  • CX Institutional reported no remaining Sally Beauty Holdings position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 450,630 Sally Beauty Holdings shares in Q3 2026, an estimated $6.37M.
  • CX Institutional first reported a position in Sally Beauty Holdings in Q1 2026 and held it in 2 quarters.
  • CX Institutional's Sally Beauty Holdings position peaked at $6.37M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.