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 Q3	$127K	Buy	7,739 +2,214	+40%	+$35.1K	0.01%	731
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBH Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Sally Beauty Holdings (SBH) stake by 40% in Q3 2026, buying an estimated $35.1K and bringing the position to 7,739 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #731.

Pinnacle Wealth Planning Services first reported a position in SBH in Q4 2020 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold SBH as of Q3 2026.

Pinnacle Wealth Planning Services held 7,739 shares of Sally Beauty Holdings worth $127K as of Q3 2026.
Pinnacle Wealth Planning Services bought 2,214 Sally Beauty Holdings shares in Q3 2026, an estimated $35.1K.
Sally Beauty Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #731 holding.
Pinnacle Wealth Planning Services first reported a position in Sally Beauty Holdings in Q4 2020 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.