AssetMark Inc
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AssetMark Inc’s Benchmark Electronics BHE Stock Holding History

AssetMark Inc’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
Q3 		$54.8K Buy
661
+658
+21,933% +$51.9K ﹤0.01% 1847
2026
Q2 		$296 Hold
3
– – ﹤0.01% 3373
2026
Q1 		$168 Hold
3
– – ﹤0.01% 3341
2025
Q4 		$128 Buy
+3
New +$130 ﹤0.01% 3290
2024
Q1 		– Sell
-7
Closed -$193 – 1949
2023
Q4 		$193 Buy
+7
New +$177 ﹤0.01% 1776
2020
Q2 		– Sell
-14
Closed – – 1260
2020
Q1 		$0 Hold
14
– – ﹤0.01% 1364
2019
Q4 		$0 Hold
14
– – ﹤0.01% 1390
2019
Q3 		$0 Hold
14
– – ﹤0.01% 1314
2019
Q2 		$0 Sell
14
-3
-18% -$77 ﹤0.01% 1337
2019
Q1 		$0 Hold
17
– – ﹤0.01% 1354
2018
Q4 		$0 Hold
17
– – ﹤0.01% 1435
2018
Q3 		$0 Hold
17
– – ﹤0.01% 1404
2018
Q2 		$1K Sell
17
-41
-71% -$1.18K ﹤0.01% 1320
2018
Q1 		$2K Sell
58
-35
-38% -$1.05K ﹤0.01% 1254
2017
Q4 		$3K Buy
93
+7
+8% +$218 ﹤0.01% 1332
2017
Q3 		$3K Buy
86
+18
+26% +$591 ﹤0.01% 1206
2017
Q2 		$2K Sell
68
-10
-13% -$322 ﹤0.01% 1213
2017
Q1 		$2K Hold
78
– – ﹤0.01% 1124
2016
Q4 		$2K Sell
78
-51
-40% -$1.4K ﹤0.01% 1124
2016
Q3 		$3K Sell
129
-48,002
-100% -$1.14M ﹤0.01% 1083
2016
Q2 		$1.02M Sell
48,131
-3,605
-7% -$75.3K 0.02% 266
2016
Q1 		$1.19M Sell
51,736
-14,310
-22% -$302K 0.02% 250
2015
Q4 		$1.36M Sell
66,046
-6,487
-9% -$137K 0.03% 245
2015
Q3 		$1.58M Buy
72,533
+56,731
+359% +$1.21M 0.03% 203
2015
Q2 		$344K Sell
15,802
-1,299
-8% -$30.8K 0.01% 392
2015
Q1 		$411K Sell
17,101
-1,174
-6% -$28K 0.01% 363
2014
Q4 		$465K Sell
18,275
-1,604
-8% -$37.7K 0.01% 361
2014
Q3 		$442K Buy
+19,879
New +$482K 0.01% 374

Other funds holding BHE

Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

AssetMark Inc's BHE Position: Q3 2026 in Review

AssetMark Inc increased its Benchmark Electronics (BHE) stake by 21,933% in Q3 2026, buying an estimated $51.9K and bringing the position to 661 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

AssetMark Inc first reported a position in BHE in Q3 2014 and has held it in 28 quarters since. The position peaked at $1.58M in Q3 2015. 92 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • AssetMark Inc held 661 shares of Benchmark Electronics worth $54.8K as of Q3 2026.
  • AssetMark Inc bought 658 Benchmark Electronics shares in Q3 2026, an estimated $51.9K.
  • Benchmark Electronics made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1847 holding.
  • AssetMark Inc first reported a position in Benchmark Electronics in Q3 2014 and has held it in 28 quarters since.
  • AssetMark Inc's Benchmark Electronics position peaked at $1.58M in Q3 2015.
  • 92 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.