Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Sally Beauty Holdings SBH Stock Holding History

Steward Partners Investment Advisory’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 		$1.87K Buy
+132
New +$1.78K ﹤0.01% 4257
2023
Q4 		– Sell
-106
Closed -$888 – 3565
2023
Q3 		$888 Hold
106
– – ﹤0.01% 3205
2023
Q2 		$1.31K Hold
106
– – ﹤0.01% 3092
2023
Q1 		$1.65K Hold
106
– – ﹤0.01% 3051
2022
Q4 		$1.33K Hold
106
– – ﹤0.01% 3090
2022
Q3 		$1K Hold
106
– – ﹤0.01% 3163
2022
Q2 		$1K Hold
106
– – ﹤0.01% 3158
2022
Q1 		$2K Buy
+106
New +$1.84K ﹤0.01% 3111
2017
Q3 		– Sell
-84
Closed -$1K – 1748
2017
Q2 		$1K Buy
+84
New +$1.62K ﹤0.01% 1546

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's SBH Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Sally Beauty Holdings (SBH) in Q2 2026: 132 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #4257 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SBH as recently as Q3 2023.

Steward Partners Investment Advisory first reported a position in SBH in Q2 2017 and has held it in 9 quarters since. The position peaked at $2K in Q1 2022. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • Steward Partners Investment Advisory held 132 shares of Sally Beauty Holdings worth $1.87K as of Q2 2026.
  • Sally Beauty Holdings was a new Steward Partners Investment Advisory position in Q2 2026.
  • Sally Beauty Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4257 holding.
  • Steward Partners Investment Advisory first reported a position in Sally Beauty Holdings in Q2 2017 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Sally Beauty Holdings position peaked at $2K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.