Janney Montgomery Scott
SBH icon

Janney Montgomery Scott’s Sally Beauty Holdings SBH Stock Holding History

Janney Montgomery Scott’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
Q1 		$2.5M Buy
180,254
+3,333
+2% +$50.8K 0.01% 1169
2025
Q4 		$2.52M Buy
176,921
+104,558
+144% +$1.58M 0.01% 1233
2025
Q3 		$1.18M Buy
72,363
+35,225
+95% +$443K ﹤0.01% 1601
2025
Q2 		$344K Buy
+37,138
New +$320K ﹤0.01% 2263
2019
Q3 		– Sell
-34,511
Closed -$460K – 2136
2019
Q2 		$460K Buy
34,511
+1,988
+6% +$32.5K ﹤0.01% 1475
2019
Q1 		$599K Sell
32,523
-901
-3% -$16.1K ﹤0.01% 1291
2018
Q4 		$570K Sell
33,424
-12,478
-27% -$233K 0.01% 1219
2018
Q3 		$844K Sell
45,902
-118
-0.3% -$1.89K 0.01% 1131
2018
Q2 		$738K Buy
46,020
+4,605
+11% +$73.2K 0.01% 1162
2018
Q1 		$681K Buy
+41,415
New +$710K 0.01% 1158
2015
Q3 		– Sell
-6,630
Closed -$209K – 1457
2015
Q2 		$209K Sell
6,630
-95
-1% -$3.02K ﹤0.01% 1758
2015
Q1 		$231K Sell
6,725
-424
-6% -$13.7K ﹤0.01% 1975
2014
Q4 		$220K Buy
+7,149
New +$212K ﹤0.01% 1936

Other funds holding SBH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return