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Principal Securities’s Sally Beauty Holdings SBH Stock Holding History

Principal Securities’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
2025
Q2 		– Sell
-158
Closed -$1.65K – 3864
2025
Q1 		$1.65K Hold
158
– – ﹤0.01% 3087
2024
Q4 		$1.65K Hold
158
– – ﹤0.01% 3081
2024
Q3 		$2.14K Hold
158
– – ﹤0.01% 2938
2024
Q2 		$1.7K Hold
158
– – ﹤0.01% 2954
2024
Q1 		$1.96K Hold
158
– – ﹤0.01% 2879
2023
Q4 		$2.1K Buy
+158
New +$1.53K ﹤0.01% 2798

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Securities's SBH Position: Q2 2025 in Review

Principal Securities sold out of Sally Beauty Holdings (SBH) in Q2 2025, closing a stake of 158 shares — an estimated $1.65K sold.

Principal Securities first reported a position in SBH in Q4 2023 and held it in 6 quarters. The position peaked at $2.14K in Q3 2024. 234 funds tracked by Wall St. Rank hold SBH as of Q2 2025.

  • Principal Securities reported no remaining Sally Beauty Holdings position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 158 Sally Beauty Holdings shares in Q2 2025, an estimated $1.65K.
  • Principal Securities first reported a position in Sally Beauty Holdings in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Sally Beauty Holdings position peaked at $2.14K in Q3 2024.
  • 234 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.