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SVB Wealth’s Sally Beauty Holdings SBH Stock Holding History

SVB Wealth’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
Q2 		– Sell
-49
Closed -$442 – 1414
2025
Q1 		$442 Buy
+49
New +$483 ﹤0.01% 1413
2015
Q2 		– Sell
-29,742
Closed -$1.02M – 578
2015
Q1 		$1.02M Sell
29,742
-421
-1% -$13.6K 0.03% 312
2014
Q4 		$927K Buy
+30,163
New +$896K 0.03% 316

Other funds holding SBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SVB Wealth's SBH Position: Q2 2025 in Review

SVB Wealth sold out of Sally Beauty Holdings (SBH) in Q2 2025, closing a stake of 49 shares — an estimated $442 sold.

SVB Wealth first reported a position in SBH in Q4 2014 and held it in 3 quarters. The position peaked at $1.02M in Q1 2015. 234 funds tracked by Wall St. Rank hold SBH as of Q2 2025.

  • SVB Wealth reported no remaining Sally Beauty Holdings position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 49 Sally Beauty Holdings shares in Q2 2025, an estimated $442.
  • SVB Wealth first reported a position in Sally Beauty Holdings in Q4 2014 and held it in 3 quarters.
  • SVB Wealth's Sally Beauty Holdings position peaked at $1.02M in Q1 2015.
  • 234 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.