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EP Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

EP Wealth 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 		– Sell
-10,770
Closed -$149K – 1858
2026
Q1 		$149K Sell
10,770
-419
-4% -$6.39K ﹤0.01% 1431
2025
Q4 		$160K Buy
+11,189
New +$169K ﹤0.01% 1417
2025
Q2 		$103K Buy
11,083
+37
+0.3% +$319 ﹤0.01% 1382
2025
Q1 		$99.7K Buy
+11,046
New +$109K ﹤0.01% 1252

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

EP Wealth Advisors's SBH Position: Q2 2026 in Review

EP Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q2 2026, closing a stake of 10,770 shares — an estimated $149K sold.

EP Wealth Advisors first reported a position in SBH in Q1 2025 and held it in 4 quarters. The position peaked at $160K in Q4 2025. 250 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • EP Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,770 Sally Beauty Holdings shares in Q2 2026, an estimated $149K.
  • EP Wealth Advisors first reported a position in Sally Beauty Holdings in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Sally Beauty Holdings position peaked at $160K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

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