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Evergreen Capital Management’s Benchmark Electronics BHE Stock Holding History

Evergreen Capital 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 		$343K Sell
3,471
-140
-4% -$11.2K 0.01% 1133
2026
Q1 		$203K Buy
+3,611
New +$194K ﹤0.01% 1397
2025
Q1 		– Sell
-4,814
Closed -$219K – 1099
2024
Q4 		$219K Buy
4,814
+56
+1% +$2.6K 0.01% 930
2024
Q3 		$212K Buy
+4,758
New +$199K 0.01% 908

Other funds holding BHE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evergreen Capital Management's BHE Position: Q2 2026 in Review

Evergreen Capital Management reduced its Benchmark Electronics (BHE) stake by 3.9% in Q2 2026, selling an estimated $11.2K and leaving 3,471 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #1133.

Evergreen Capital Management first reported a position in BHE in Q3 2024 and has held it in 4 quarters since. 333 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Evergreen Capital Management held 3,471 shares of Benchmark Electronics worth $343K as of Q2 2026.
  • Evergreen Capital Management sold 140 Benchmark Electronics shares in Q2 2026, an estimated $11.2K.
  • Benchmark Electronics made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1133 holding.
  • Evergreen Capital Management first reported a position in Benchmark Electronics in Q3 2024 and has held it in 4 quarters since.
  • 333 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.