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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
2026
Q2 		$747K Buy
+52,831
New +$712K 0.02% 514
2025
Q3 		– Sell
-30,501
Closed -$282K – 957
2025
Q2 		$282K Buy
+30,501
New +$263K 0.01% 630

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

SummitTX Capital's SBH Position: Q2 2026 in Review

SummitTX Capital opened a new position in Sally Beauty Holdings (SBH) in Q2 2026: 52,831 shares worth $747K. The stake represents 0.02% of the portfolio and ranks #514 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in SBH as recently as Q2 2025.

SummitTX Capital first reported a position in SBH in Q2 2025 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold SBH as of Q2 2026.

  • SummitTX Capital held 52,831 shares of Sally Beauty Holdings worth $747K as of Q2 2026.
  • Sally Beauty Holdings was a new SummitTX Capital position in Q2 2026.
  • Sally Beauty Holdings made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #514 holding.
  • SummitTX Capital first reported a position in Sally Beauty Holdings in Q2 2025 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.