EverSource Wealth Advisors, LLC
Position in SBH — Sally Beauty Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SBH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,146
-$17,010 QoQ
Shares Held
647
-65.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 248 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SBH Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $1,965,581 across 31 Specialty Retail names. SBH ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ULTA |
Ulta Beauty, Inc.
|
820 | $369,799 | |
| 2 | CASY |
Caseys General Stores Inc
|
430 | $341,753 | |
| 3 | FIVE |
Five Below, Inc
|
1,722 | $309,595 | |
| 4 | TSCO |
Tractor Supply Co /De/
|
6,861 | $216,874 | |
| 5 | BBY |
Best Buy Co Inc
|
2,080 | $157,826 | |
| 6 | BBWI |
Bath & Body Works, Inc.
|
6,045 | $139,818 | |
| 7 | MUSA |
Murphy USA Inc.
|
248 | $133,638 | |
| 8 | WSM |
Williams Sonoma Inc
|
571 | $133,097 |
All Filings in SBH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,146 | 647 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,156 | 1,889 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $16,937 | 1,188 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,686 | 1,455 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,222 | 1,536 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,053 | 449 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,471 | 428 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,322 | 687 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,371 | 687 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,135 | 494 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,560 | 494 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $913 | 109 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,545 | 530 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $1,461 | 116 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,611 | 303 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,596 | 742 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $13,696 | 742 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||