OF
SBH icon

Optimize Financial’s Sally Beauty Holdings SBH Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-78,290
Closed -$725K – 415
2025
Q2 		$725K Sell
78,290
-562
-0.7% -$4.84K 0.44% 62
2025
Q1 		$712K Buy
+78,852
New +$777K 0.52% 52

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimize Financial's SBH Position: Q3 2025 in Review

Optimize Financial sold out of Sally Beauty Holdings (SBH) in Q3 2025, closing a stake of 78,290 shares — an estimated $725K sold.

Optimize Financial first reported a position in SBH in Q1 2025 and held it in 2 quarters. The position peaked at $725K in Q2 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q3 2025.

  • Optimize Financial reported no remaining Sally Beauty Holdings position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 78,290 Sally Beauty Holdings shares in Q3 2025, an estimated $725K.
  • Optimize Financial first reported a position in Sally Beauty Holdings in Q1 2025 and held it in 2 quarters.
  • Optimize Financial's Sally Beauty Holdings position peaked at $725K in Q2 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.