CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Benchmark Electronics BHE Stock Holding History

CAPTRUST Financial Advisors’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 		$399K Sell
7,113
-801
-10% -$43.1K ﹤0.01% 2186
2025
Q4 		$338K Buy
+7,914
New +$343K ﹤0.01% 2158
2025
Q1 		– Sell
-5,647
Closed -$256K – 2360
2024
Q4 		$256K Sell
5,647
-888
-14% -$41.2K ﹤0.01% 1996
2024
Q3 		$290K Buy
6,535
+242
+4% +$10.1K ﹤0.01% 1898
2024
Q2 		$248K Buy
+6,293
New +$231K ﹤0.01% 1917
2024
Q1 		– Sell
-10,543
Closed -$291K – 2198
2023
Q4 		$291K Buy
10,543
+107
+1% +$2.7K ﹤0.01% 2132
2023
Q3 		$253K Buy
+10,436
New +$265K ﹤0.01% 2121
2022
Q3 		– Sell
-5,027
Closed -$114K – 2280
2022
Q2 		$114K Buy
5,027
+210
+4% +$5.07K ﹤0.01% 2106
2022
Q1 		$121K Buy
4,817
+1,990
+70% +$50.8K ﹤0.01% 2124
2021
Q4 		$77K Sell
2,827
-1,719
-38% -$44.2K ﹤0.01% 2349
2021
Q3 		$122K Buy
4,546
+571
+14% +$15.2K ﹤0.01% 1913
2021
Q2 		$114K Buy
3,975
+51
+1% +$1.54K ﹤0.01% 1930
2021
Q1 		$122K Buy
3,924
+3,854
+5,506% +$110K ﹤0.01% 1808
2020
Q4 		$2K Buy
+70
New +$1.65K ﹤0.01% 3086

Other funds holding BHE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CAPTRUST Financial Advisors's BHE Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Benchmark Electronics (BHE) stake by 10% in Q1 2026, selling an estimated $43.1K and leaving 7,113 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

CAPTRUST Financial Advisors first reported a position in BHE in Q4 2020 and has held it in 14 quarters since. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • CAPTRUST Financial Advisors held 7,113 shares of Benchmark Electronics worth $399K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 801 Benchmark Electronics shares in Q1 2026, an estimated $43.1K.
  • Benchmark Electronics made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2186 holding.
  • CAPTRUST Financial Advisors first reported a position in Benchmark Electronics in Q4 2020 and has held it in 14 quarters since.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

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