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JPL Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

JPL Wealth Management’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 		$29 Hold
2
– – ﹤0.01% 1772
2026
Q1 		$28 Buy
+2
New +$31 ﹤0.01% 1527
2025
Q4 		– Sell
-2
Closed -$33 – 931
2025
Q3 		$33 Buy
+2
New +$25 ﹤0.01% 1185

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 $3.37T AUM 44.26% 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

JPL Wealth Management's SBH Position: Q2 2026 in Review

JPL Wealth Management held its Sally Beauty Holdings (SBH) position steady in Q2 2026 at 2 shares worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

JPL Wealth Management first reported a position in SBH in Q3 2025 and has held it in 3 quarters since. The position peaked at $33 in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • JPL Wealth Management held 2 shares of Sally Beauty Holdings worth $29 as of Q2 2026.
  • JPL Wealth Management left its Sally Beauty Holdings share count unchanged in Q2 2026.
  • Sally Beauty Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1772 holding.
  • JPL Wealth Management first reported a position in Sally Beauty Holdings in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Sally Beauty Holdings position peaked at $33 in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.