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Independent Financial Group’s Sally Beauty Holdings SBH Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-41,700
Closed -$386K – 1416
2025
Q2 		$386K Buy
41,700
+1,500
+4% +$12.9K 0.01% 900
2025
Q1 		$363K Buy
40,200
+3,500
+10% +$34.5K 0.01% 855
2024
Q4 		$384K Buy
36,700
+1,500
+4% +$19.2K 0.01% 798
2024
Q3 		$478K Buy
35,200
+500
+1% +$5.94K 0.02% 670
2024
Q2 		$372K Hold
34,700
– – 0.01% 737
2024
Q1 		$431K Hold
34,700
– – 0.02% 634
2023
Q4 		$461K Buy
+34,700
New +$336K 0.02% 575

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Financial Group's SBH Position: Q3 2025 in Review

Independent Financial Group sold out of Sally Beauty Holdings (SBH) in Q3 2025, closing a stake of 41,700 shares — an estimated $386K sold.

Independent Financial Group first reported a position in SBH in Q4 2023 and held it in 7 quarters. The position peaked at $478K in Q3 2024. 249 funds tracked by Wall St. Rank hold SBH as of Q3 2025.

  • Independent Financial Group reported no remaining Sally Beauty Holdings position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 41,700 Sally Beauty Holdings shares in Q3 2025, an estimated $386K.
  • Independent Financial Group first reported a position in Sally Beauty Holdings in Q4 2023 and held it in 7 quarters.
  • Independent Financial Group's Sally Beauty Holdings position peaked at $478K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.