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Root Financial Partners’s Sally Beauty Holdings SBH Stock Holding History

Root Financial Partners’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 – 2645
2026
Q1 		$970 Buy
+70
New +$1.07K ﹤0.01% 2628

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Root Financial Partners's SBH Position: Q2 2026 in Review

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

Root Financial Partners first reported a position in SBH in Q1 2026 and held it in 1 quarter. The position peaked at $970 in Q1 2026. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Root Financial Partners reported no remaining Sally Beauty Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 70 Sally Beauty Holdings shares in Q2 2026, an estimated $970.
  • Root Financial Partners first reported a position in Sally Beauty Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Sally Beauty Holdings position peaked at $970 in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.