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Rothschild Investment LLC’s Sally Beauty Holdings SBH Stock Holding History

Rothschild Investment LLC’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 		$2.23K Sell
158
-19
-11% -$256 ﹤0.01% 2709
2026
Q1 		$2.45K Buy
177
+19
+12% +$290 ﹤0.01% 2455
2025
Q4 		$2.25K Buy
158
+8
+5% +$121 ﹤0.01% 2306
2025
Q3 		$2.44K Buy
150
+25
+20% +$314 ﹤0.01% 2104
2025
Q2 		$1.16K Sell
125
-175
-58% -$1.51K ﹤0.01% 2385
2025
Q1 		$2.71K Buy
300
+115
+62% +$1.13K ﹤0.01% 1722
2024
Q4 		$1.93K Buy
185
+70
+61% +$895 ﹤0.01% 1822
2024
Q3 		$1.56K Buy
115
+95
+475% +$1.13K ﹤0.01% 1862
2024
Q2 		$215 Buy
20
+10
+100% +$110 ﹤0.01% 2463
2024
Q1 		$124 Buy
+10
New +$125 ﹤0.01% 2072

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

Rothschild Investment LLC's SBH Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Sally Beauty Holdings (SBH) stake by 11% in Q2 2026, selling an estimated $256 and leaving 158 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Rothschild Investment LLC first reported a position in SBH in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.71K in Q1 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Rothschild Investment LLC held 158 shares of Sally Beauty Holdings worth $2.23K as of Q2 2026.
  • Rothschild Investment LLC sold 19 Sally Beauty Holdings shares in Q2 2026, an estimated $256.
  • Sally Beauty Holdings made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2709 holding.
  • Rothschild Investment LLC first reported a position in Sally Beauty Holdings in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Sally Beauty Holdings position peaked at $2.71K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.