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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
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

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

CX Institutional's SBH Position: Q2 2026 in Review

CX Institutional increased its Sally Beauty Holdings (SBH) stake by 7.8% in Q2 2026, buying an estimated $442K and bringing the position to 450,630 shares worth $6.37M. The position accounts for 0.18% of the portfolio, ranked #133.

CX Institutional first reported a position in SBH in Q1 2026 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • CX Institutional held 450,630 shares of Sally Beauty Holdings worth $6.37M as of Q2 2026.
  • CX Institutional bought 32,740 Sally Beauty Holdings shares in Q2 2026, an estimated $442K.
  • Sally Beauty Holdings made up 0.18% of CX Institutional's portfolio in Q2 2026, its #133 holding.
  • CX Institutional first reported a position in Sally Beauty Holdings in Q1 2026 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.