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Plante Moran Financial Advisors’s Sally Beauty Holdings SBH Stock Holding History

Plante Moran Financial Advisors’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 		$226 Buy
+16
New +$216 ﹤0.01% 1420
2021
Q2 		– Sell
-178
Closed -$4K – 1064
2021
Q1 		$4K Buy
+178
New +$2.98K ﹤0.01% 825
2017
Q2 		– Sell
-22
Closed – – 894
2017
Q1 		$0 Buy
+22
New +$503 ﹤0.01% 1007

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
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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

Plante Moran Financial Advisors's SBH Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Sally Beauty Holdings (SBH) in Q2 2026: 16 shares worth $226. The stake represents ﹤0.01% of the portfolio and ranks #1420 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SBH as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in SBH in Q1 2017 and has held it in 3 quarters since. The position peaked at $4K in Q1 2021. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Plante Moran Financial Advisors held 16 shares of Sally Beauty Holdings worth $226 as of Q2 2026.
  • Sally Beauty Holdings was a new Plante Moran Financial Advisors position in Q2 2026.
  • Sally Beauty Holdings made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1420 holding.
  • Plante Moran Financial Advisors first reported a position in Sally Beauty Holdings in Q1 2017 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Sally Beauty Holdings position peaked at $4K in Q1 2021.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.