SummitTX Capital’s Sally Beauty Holdings SBH Stock Holding History

SummitTX Capital’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
2025 Q3	–	Sell	-30,501	Closed	-$282K	–	957
2025 Q2	$282K	Buy	+30,501	New	+$263K	0.01%	630

Other funds holding SBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SummitTX Capital's SBH Position: Q3 2025 in Review

SummitTX Capital sold out of Sally Beauty Holdings (SBH) in Q3 2025, closing a stake of 30,501 shares — an estimated $282K sold.

SummitTX Capital first reported a position in SBH in Q2 2025 and held it in 1 quarter. The position peaked at $282K in Q2 2025. 249 funds tracked by Wall St. Rank hold SBH as of Q3 2025.

SummitTX Capital reported no remaining Sally Beauty Holdings position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 30,501 Sally Beauty Holdings shares in Q3 2025, an estimated $282K.
SummitTX Capital first reported a position in Sally Beauty Holdings in Q2 2025 and held it in 1 quarter.
SummitTX Capital's Sally Beauty Holdings position peaked at $282K in Q2 2025.
249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.