JFS Wealth Advisors’s Benchmark Electronics BHE Stock Holding History

JFS Wealth 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 Q2	$44.9K	Buy	455 +5	+1%	+$399	﹤0.01%	569
2026 Q1	$25.2K	Hold	450	–	–	﹤0.01%	682
2025 Q4	$19.2K	Hold	450	–	–	﹤0.01%	759
2025 Q3	$17.3K	Hold	450	–	–	﹤0.01%	725
2025 Q2	$17.5K	Hold	450	–	–	﹤0.01%	685
2025 Q1	$17.1K	Hold	450	–	–	﹤0.01%	709
2024 Q4	$20.4K	Hold	450	–	–	﹤0.01%	641
2024 Q3	$19.9K	Hold	450	–	–	﹤0.01%	643
2024 Q2	$17.8K	Hold	450	–	–	﹤0.01%	623
2024 Q1	$13.5K	Hold	450	–	–	﹤0.01%	723
2023 Q4	$12.4K	Hold	450	–	–	﹤0.01%	711
2023 Q3	$10.9K	Hold	450	–	–	﹤0.01%	701
2023 Q2	$11.6K	Hold	450	–	–	﹤0.01%	685
2023 Q1	$10.7K	Hold	450	–	–	﹤0.01%	693
2022 Q4	$12K	Hold	450	–	–	﹤0.01%	646
2022 Q3	$11K	Hold	450	–	–	﹤0.01%	692
2022 Q2	$10K	Hold	450	–	–	﹤0.01%	753
2022 Q1	$11K	Hold	450	–	–	﹤0.01%	754
2021 Q4	$12K	Hold	450	–	–	﹤0.01%	655
2021 Q3	$12K	Buy	+450	New	+$11.9K	﹤0.01%	614

Other funds holding BHE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's BHE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Benchmark Electronics (BHE) stake by 1.1% in Q2 2026, buying an estimated $399 and bringing the position to 455 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

JFS Wealth Advisors first reported a position in BHE in Q3 2021 and has held it in 20 quarters since. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

JFS Wealth Advisors held 455 shares of Benchmark Electronics worth $44.9K as of Q2 2026.
JFS Wealth Advisors bought 5 Benchmark Electronics shares in Q2 2026, an estimated $399.
Benchmark Electronics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #569 holding.
JFS Wealth Advisors first reported a position in Benchmark Electronics in Q3 2021 and has held it in 20 quarters since.
332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.