Raymond James Financial
SBH icon

Raymond James Financial’s Sally Beauty Holdings SBH Stock Holding History

Raymond James Financial’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
Q1 		$4.8M Sell
346,727
-21,055
-6% -$321K ﹤0.01% 2621
2025
Q4 		$5.24M Sell
367,782
-81,686
-18% -$1.23M ﹤0.01% 2477
2025
Q3 		$7.32M Buy
449,468
+445,826
+12,241% +$5.61M ﹤0.01% 2177
2025
Q2 		$33.7K Buy
+3,642
New +$31.4K ﹤0.01% 5345

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Raymond James Financial's SBH Position: Q1 2026 in Review

Raymond James Financial reduced its Sally Beauty Holdings (SBH) stake by 5.7% in Q1 2026, selling an estimated $321K and leaving 346,727 shares worth $4.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Raymond James Financial first reported a position in SBH in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.32M in Q3 2025. 262 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Raymond James Financial held 346,727 shares of Sally Beauty Holdings worth $4.8M as of Q1 2026.
  • Raymond James Financial sold 21,055 Sally Beauty Holdings shares in Q1 2026, an estimated $321K.
  • Sally Beauty Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2621 holding.
  • Raymond James Financial first reported a position in Sally Beauty Holdings in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Sally Beauty Holdings position peaked at $7.32M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.