Jones Financial Companies
SBH icon

Jones Financial Companies’s Sally Beauty Holdings SBH Stock Holding History

Jones Financial Companies’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 		$12.4K Buy
936
+800
+588% +$12.2K ﹤0.01% 3487
2025
Q4 		$1.94K Hold
136
– – ﹤0.01% 3824
2025
Q3 		$2.17K Buy
136
+7
+5% +$88 ﹤0.01% 3663
2025
Q2 		$1.16K Buy
129
+38
+42% +$327 ﹤0.01% 3621
2025
Q1 		$805 Hold
91
– – ﹤0.01% 3444
2024
Q4 		$951 Buy
+91
New +$1.16K ﹤0.01% 3149

Other funds holding SBH

BlackRock
BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Jones Financial Companies's SBH Position: Q1 2026 in Review

Jones Financial Companies increased its Sally Beauty Holdings (SBH) stake by 588% in Q1 2026, buying an estimated $12.2K and bringing the position to 936 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3487.

Jones Financial Companies first reported a position in SBH in Q4 2024 and has held it in 6 quarters since. 261 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Jones Financial Companies held 936 shares of Sally Beauty Holdings worth $12.4K as of Q1 2026.
  • Jones Financial Companies bought 800 Sally Beauty Holdings shares in Q1 2026, an estimated $12.2K.
  • Sally Beauty Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3487 holding.
  • Jones Financial Companies first reported a position in Sally Beauty Holdings in Q4 2024 and has held it in 6 quarters since.
  • 261 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.