FOSTER & MOTLEY INC SBH β€” Sally Beauty Holdings, Inc.

Ownership history in FOSTER & MOTLEY INC  Β·  1 quarter on record

AI Ownership Summary

FOSTER & MOTLEY INC reported Sally Beauty Holdings, Inc. (SBH) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows SBH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER & MOTLEY INC's position in Sally Beauty Holdings, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SBH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER & MOTLEY INC held SBH β€” position size vs. price
% of Fund (quarterly)    SBH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 26,480 β€” β€” 0.02% $374 2026-08-07 $16.83

FAQ About FOSTER & MOTLEY INC and SBH

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER & MOTLEY INC reported owning SBH?

FOSTER & MOTLEY INC reported SBH across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SBH position in FOSTER & MOTLEY INC's portfolio?

The largest reported portfolio weight for SBH was 0.02% in 2026 Q2.

What is the latest reported SBH position on this page?

The most recent filing on this page is 2026 Q2, when FOSTER & MOTLEY INC reported 26,480 shares, equal to 0.02% of portfolio, with an estimated market value of $374.

What does the chart on this SBH ownership page compare?

The chart compares FOSTER & MOTLEY INC's quarterly SBH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to FOSTER & MOTLEY INC Holdings