UMB Bank’s Sally Beauty Holdings SBH Stock Holding History

UMB Bank’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 Q1	$4.58K	Sell	331 -89	-21%	-$1.36K	﹤0.01%	2053
2025 Q4	$5.99K	Buy	420 +108	+35%	+$1.63K	﹤0.01%	1977
2025 Q3	$5.08K	Buy	312 +82	+36%	+$1.03K	﹤0.01%	1876
2025 Q2	$2.13K	Buy	+230	New	+$1.98K	﹤0.01%	1997
2025 Q1	–	Sell	-267	Closed	-$2.79K	–	2160
2024 Q4	$2.79K	Buy	267 +21	+9%	+$268	﹤0.01%	1869
2024 Q3	$3.34K	Buy	246 +126	+105%	+$1.5K	﹤0.01%	1845
2024 Q2	$1.29K	Buy	120 +76	+173%	+$835	﹤0.01%	1906
2024 Q1	$546	Buy	+44	New	+$551	﹤0.01%	1959

Other funds holding SBH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

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

Fisher Asset Management

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

Fidelity Investments

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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