PIM
SBH icon

Plato Investment Management’s Sally Beauty Holdings SBH Stock Holding History

Plato Investment Management’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 		– Sell
-70
Closed -$970 – 557
2026
Q1 		$970 Hold
70
– – ﹤0.01% 510
2025
Q4 		$1K Hold
70
– – ﹤0.01% 506
2025
Q3 		$1.13K Hold
70
– – ﹤0.01% 508
2025
Q2 		$646 Sell
70
-301
-81% -$2.59K ﹤0.01% 514
2025
Q1 		$3.39K Buy
+371
New +$3.65K ﹤0.01% 505

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

Plato Investment Management's SBH Position: Q2 2026 in Review

Plato Investment Management sold out of Sally Beauty Holdings (SBH) in Q2 2026, closing a stake of 70 shares — an estimated $970 sold.

Plato Investment Management first reported a position in SBH in Q1 2025 and held it in 5 quarters. The position peaked at $3.39K in Q1 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Plato Investment Management reported no remaining Sally Beauty Holdings position as of Q2 2026 after selling out during the quarter.
  • Plato Investment Management sold 70 Sally Beauty Holdings shares in Q2 2026, an estimated $970.
  • Plato Investment Management first reported a position in Sally Beauty Holdings in Q1 2025 and held it in 5 quarters.
  • Plato Investment Management's Sally Beauty Holdings position peaked at $3.39K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.