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

Larson 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
2026
Q2 		$11K Buy
777
+58
+8% +$782 ﹤0.01% 2347
2026
Q1 		$9.96K Hold
719
– – ﹤0.01% 2258
2025
Q4 		$10.3K Sell
719
-1,187
-62% -$17.9K ﹤0.01% 2104
2025
Q3 		$31K Buy
1,906
+1,519
+393% +$19.1K ﹤0.01% 1399
2025
Q2 		$3.58K Buy
387
+369
+2,050% +$3.18K ﹤0.01% 2209
2025
Q1 		$163 Hold
18
– – ﹤0.01% 2831
2024
Q4 		$188 Hold
18
– – ﹤0.01% 2458
2024
Q3 		$244 Hold
18
– – ﹤0.01% 2309
2024
Q2 		$193 Buy
+18
New +$198 ﹤0.01% 2079

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

Larson Financial Group's SBH Position: Q2 2026 in Review

Larson Financial Group increased its Sally Beauty Holdings (SBH) stake by 8.1% in Q2 2026, buying an estimated $782 and bringing the position to 777 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Larson Financial Group first reported a position in SBH in Q2 2024 and has held it in 9 quarters since. The position peaked at $31K in Q3 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Larson Financial Group held 777 shares of Sally Beauty Holdings worth $11K as of Q2 2026.
  • Larson Financial Group bought 58 Sally Beauty Holdings shares in Q2 2026, an estimated $782.
  • Sally Beauty Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2347 holding.
  • Larson Financial Group first reported a position in Sally Beauty Holdings in Q2 2024 and has held it in 9 quarters since.
  • Larson Financial Group's Sally Beauty Holdings position peaked at $31K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

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