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Pinnacle Wealth Planning Services’s Sally Beauty Holdings SBH Stock Holding History

Pinnacle Wealth Planning Services’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 		$78.1K Sell
5,525
-2,215
-29% -$29.9K 0.01% 1011
2026
Q1 		$107K Sell
7,740
-17
-0.2% -$259 0.01% 759
2025
Q4 		$111K Buy
+7,757
New +$117K 0.01% 723
2021
Q1 		– Sell
-2,366
Closed -$31K – 1638
2020
Q4 		$31K Buy
+2,366
New +$25.3K 0.01% 991

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

Pinnacle Wealth Planning Services's SBH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Sally Beauty Holdings (SBH) stake by 29% in Q2 2026, selling an estimated $29.9K and leaving 5,525 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #1011.

Pinnacle Wealth Planning Services first reported a position in SBH in Q4 2020 and has held it in 4 quarters since. The position peaked at $111K in Q4 2025. 250 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,525 shares of Sally Beauty Holdings worth $78.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 2,215 Sally Beauty Holdings shares in Q2 2026, an estimated $29.9K.
  • Sally Beauty Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1011 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sally Beauty Holdings in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Sally Beauty Holdings position peaked at $111K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.