Allworth Financial’s Benchmark Electronics BHE Stock Holding History

Allworth Financial’s Portfolio BHE Stock Details BHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.58K	Sell	46 -44	-49%	-$2.37K	﹤0.01%	4263
2025 Q4	$3.85K	Buy	90 +68	+309%	+$2.95K	﹤0.01%	3860
2025 Q3	$849	Sell	22 -27	-55%	-$1.07K	﹤0.01%	4305
2025 Q2	$1.9K	Buy	49 +3	+7%	+$110	﹤0.01%	3726
2025 Q1	$1.73K	Sell	46 -11	-19%	-$464	﹤0.01%	3265
2024 Q4	$2.79K	Buy	57 +3	+6%	+$139	﹤0.01%	3028
2024 Q3	$2.39K	Buy	54 +40	+286%	+$1.67K	﹤0.01%	2893
2024 Q2	$571	Sell	14 -13	-48%	-$478	﹤0.01%	3337
2024 Q1	$811	Buy	27 +5	+23%	+$144	﹤0.01%	3148
2023 Q4	$609	Sell	22 -29	-57%	-$731	﹤0.01%	3087
2023 Q3	$1.24K	Buy	51 +37	+264%	+$940	﹤0.01%	2757
2023 Q2	$362	Buy	+14	New	+$324	﹤0.01%	2961
2023 Q1	–	Sell	-79	Closed	-$2.11K	–	3197
2022 Q4	$2.11K	Hold	79	–	–	﹤0.01%	2227
2022 Q3	$2K	Buy	+79	New	+$2.02K	﹤0.01%	2108

Other funds holding BHE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allworth Financial's BHE Position: Q1 2026 in Review

Allworth Financial reduced its Benchmark Electronics (BHE) stake by 49% in Q1 2026, selling an estimated $2.37K and leaving 46 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4263.

Allworth Financial first reported a position in BHE in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.85K in Q4 2025. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

Allworth Financial held 46 shares of Benchmark Electronics worth $2.58K as of Q1 2026.
Allworth Financial sold 44 Benchmark Electronics shares in Q1 2026, an estimated $2.37K.
Benchmark Electronics made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4263 holding.
Allworth Financial first reported a position in Benchmark Electronics in Q3 2022 and has held it in 14 quarters since.
Allworth Financial's Benchmark Electronics position peaked at $3.85K in Q4 2025.
267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.