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Financial Consulate’s Sally Beauty Holdings SBH Stock Holding History

Financial Consulate’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
2025
Q4 		– Sell
-20
Closed -$326 – 1430
2025
Q3 		$326 Buy
+20
New +$251 ﹤0.01% 1105

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Consulate's SBH Position: Q4 2025 in Review

Financial Consulate sold out of Sally Beauty Holdings (SBH) in Q4 2025, closing a stake of 20 shares — an estimated $326 sold.

Financial Consulate first reported a position in SBH in Q3 2025 and held it in 1 quarter. The position peaked at $326 in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q4 2025.

  • Financial Consulate reported no remaining Sally Beauty Holdings position as of Q4 2025 after selling out during the quarter.
  • Financial Consulate sold 20 Sally Beauty Holdings shares in Q4 2025, an estimated $326.
  • Financial Consulate first reported a position in Sally Beauty Holdings in Q3 2025 and held it in 1 quarter.
  • Financial Consulate's Sally Beauty Holdings position peaked at $326 in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.