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
Q2 		$1.68K Sell
116
-820
-88% -$11.1K ﹤0.01% 4476
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jones Financial Companies's SBH Position: Q2 2026 in Review

Jones Financial Companies reduced its Sally Beauty Holdings (SBH) stake by 88% in Q2 2026, selling an estimated $11.1K and leaving 116 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4476.

Jones Financial Companies first reported a position in SBH in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4K in Q1 2026. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Jones Financial Companies held 116 shares of Sally Beauty Holdings worth $1.68K as of Q2 2026.
  • Jones Financial Companies sold 820 Sally Beauty Holdings shares in Q2 2026, an estimated $11.1K.
  • Sally Beauty Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4476 holding.
  • Jones Financial Companies first reported a position in Sally Beauty Holdings in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Sally Beauty Holdings position peaked at $12.4K in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.