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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
Q1 		$970 Buy
+70
New +$1.07K ﹤0.01% 2628

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Root Financial Partners's SBH Position: Q1 2026 in Review

Root Financial Partners opened a new position in Sally Beauty Holdings (SBH) in Q1 2026: 70 shares worth $970. The stake represents ﹤0.01% of the portfolio and ranks #2628 among its holdings.

262 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • Root Financial Partners held 70 shares of Sally Beauty Holdings worth $970 as of Q1 2026.
  • Sally Beauty Holdings was a new Root Financial Partners position in Q1 2026.
  • Sally Beauty Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2628 holding.
  • 262 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.