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Empirical Wealth Management’s Benchmark Electronics BHE Stock Holding History

Empirical Wealth Management’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
Q2 		$755K Buy
7,653
+1,159
+18% +$92.5K 0.01% 494
2026
Q1 		$364K Buy
6,494
+875
+16% +$47.1K 0.01% 706
2025
Q4 		$240K Buy
+5,619
New +$243K ﹤0.01% 792

Other funds holding BHE

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AAM
Azzad Asset Management Falls Church, Virginia $1.13B AUM 38.47% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Empirical Wealth Management's BHE Position: Q2 2026 in Review

Empirical Wealth Management increased its Benchmark Electronics (BHE) stake by 18% in Q2 2026, buying an estimated $92.5K and bringing the position to 7,653 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #494.

Empirical Wealth Management first reported a position in BHE in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Empirical Wealth Management held 7,653 shares of Benchmark Electronics worth $755K as of Q2 2026.
  • Empirical Wealth Management bought 1,159 Benchmark Electronics shares in Q2 2026, an estimated $92.5K.
  • Benchmark Electronics made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Empirical Wealth Management first reported a position in Benchmark Electronics in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.