Fortitude Family Office’s Sally Beauty Holdings SBH Stock Holding History

Fortitude Family Office’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	$28.4K	Buy	1,727 +1,443	+508%	+$22.9K	﹤0.01%	683
2026 Q2	$4.02K	Buy	284 +8	+3%	+$108	﹤0.01%	1185
2026 Q1	$3.82K	Hold	276	–	–	﹤0.01%	1023
2025 Q4	$3.94K	Hold	276	–	–	﹤0.01%	905
2025 Q3	$4.49K	Hold	276	–	–	﹤0.01%	850
2025 Q2	$2.56K	Buy	+276	New	+$2.38K	﹤0.01%	1072

Other funds holding SBH

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

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

Fortitude Family Office's SBH Position: Q3 2026 in Review

Fortitude Family Office increased its Sally Beauty Holdings (SBH) stake by 508% in Q3 2026, buying an estimated $22.9K and bringing the position to 1,727 shares worth $28.4K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Fortitude Family Office first reported a position in SBH in Q2 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

Fortitude Family Office held 1,727 shares of Sally Beauty Holdings worth $28.4K as of Q3 2026.
Fortitude Family Office bought 1,443 Sally Beauty Holdings shares in Q3 2026, an estimated $22.9K.
Sally Beauty Holdings made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #683 holding.
Fortitude Family Office first reported a position in Sally Beauty Holdings in Q2 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.