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BFC Planning, Inc.’s Benchmark Electronics BHE Stock Holding History

BFC Planning, 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
Q2 		$9.18K Hold
93
– – ﹤0.01% 2413
2026
Q1 		$5.21K Hold
93
– – ﹤0.01% 2294
2025
Q4 		$3.98K Buy
+93
New +$4.03K ﹤0.01% 2436

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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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s BHE Position: Q2 2026 in Review

BFC Planning, Inc. held its Benchmark Electronics (BHE) position steady in Q2 2026 at 93 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

BFC Planning, Inc. first reported a position in BHE in Q4 2025 and has held it in 3 quarters since. 334 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • BFC Planning, Inc. held 93 shares of Benchmark Electronics worth $9.18K as of Q2 2026.
  • BFC Planning, Inc. left its Benchmark Electronics share count unchanged in Q2 2026.
  • Benchmark Electronics made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2413 holding.
  • BFC Planning, Inc. first reported a position in Benchmark Electronics in Q4 2025 and has held it in 3 quarters since.
  • 334 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.