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Performa Ltd (US)’s Sally Beauty Holdings SBH Stock Holding History

Performa Ltd (US)’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 		– Sell
-325
Closed -$4.63K – 55
2025
Q4 		$4.63K Hold
325
– – ﹤0.01% 38
2025
Q3 		$5.29K Hold
325
– – ﹤0.01% 39
2025
Q2 		$3.01K Hold
325
– – ﹤0.01% 44
2025
Q1 		$2.94K Buy
325
+55
+20% +$542 ﹤0.01% 47
2024
Q4 		$2.82K Buy
270
+70
+35% +$895 ﹤0.01% 46
2024
Q3 		$2.71K Buy
200
+50
+33% +$594 ﹤0.01% 45
2024
Q2 		$1.61K Buy
150
+50
+50% +$550 ﹤0.01% 49
2024
Q1 		$1.24K Sell
100
-85
-46% -$1.06K ﹤0.01% 54
2023
Q4 		$2.46K Sell
185
-40
-18% -$387 ﹤0.01% 46
2023
Q3 		$1.89K Buy
225
+75
+50% +$796 ﹤0.01% 68
2023
Q2 		$1.85K Hold
150
– – ﹤0.01% 71
2023
Q1 		$2.34K Hold
150
– – ﹤0.01% 70
2022
Q4 		$1.88K Hold
150
– – ﹤0.01% 65
2022
Q3 		$2K Hold
150
– – ﹤0.01% 69
2022
Q2 		$2K Hold
150
– – ﹤0.01% 56
2022
Q1 		$2K Hold
150
– – ﹤0.01% 52
2021
Q4 		$3K Hold
150
– – ﹤0.01% 46
2021
Q3 		$3K Hold
150
– – ﹤0.01% 44
2021
Q2 		$3K Sell
150
-50
-25% -$1.05K ﹤0.01% 31
2021
Q1 		$4K Sell
200
-200
-50% -$3.35K ﹤0.01% 18
2020
Q4 		$5K Buy
+400
New +$4.27K ﹤0.01% 14

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Performa Ltd (US)'s SBH Position: Q1 2026 in Review

Performa Ltd (US) sold out of Sally Beauty Holdings (SBH) in Q1 2026, closing a stake of 325 shares — an estimated $4.63K sold.

Performa Ltd (US) first reported a position in SBH in Q4 2020 and held it in 21 quarters. The position peaked at $5.29K in Q3 2025. 263 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Performa Ltd (US) reported no remaining Sally Beauty Holdings position as of Q1 2026 after selling out during the quarter.
  • Performa Ltd (US) sold 325 Sally Beauty Holdings shares in Q1 2026, an estimated $4.63K.
  • Performa Ltd (US) first reported a position in Sally Beauty Holdings in Q4 2020 and held it in 21 quarters.
  • Performa Ltd (US)'s Sally Beauty Holdings position peaked at $5.29K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Performa Ltd (US)'s 13F filing for Q1 2026, filed 6 May 2026.