Jones Financial Companies
BHE icon

Jones Financial Companies’s Benchmark Electronics BHE Stock Holding History

Jones Financial Companies’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 		$1.98M Sell
21,488
-4,382
-17% -$350K ﹤0.01% 1584
2026
Q1 		$1.44M Buy
25,870
+18,466
+249% +$993K ﹤0.01% 1574
2025
Q4 		$317K Buy
7,404
+108
+1% +$4.68K ﹤0.01% 1709
2025
Q3 		$282K Buy
7,296
+1
+0% +$40 ﹤0.01% 1645
2025
Q2 		$287K Buy
7,295
+6,897
+1,733% +$252K ﹤0.01% 1509
2025
Q1 		$15.4K Buy
398
+48
+14% +$2.03K ﹤0.01% 2524
2024
Q4 		$15.9K Buy
350
+150
+75% +$6.96K ﹤0.01% 2342
2024
Q3 		$8.96K Buy
+200
New +$8.35K ﹤0.01% 2250

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

Jones Financial Companies's BHE Position: Q2 2026 in Review

Jones Financial Companies reduced its Benchmark Electronics (BHE) stake by 17% in Q2 2026, selling an estimated $350K and leaving 21,488 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Jones Financial Companies first reported a position in BHE in Q3 2024 and has held it in 8 quarters since. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Jones Financial Companies held 21,488 shares of Benchmark Electronics worth $1.98M as of Q2 2026.
  • Jones Financial Companies sold 4,382 Benchmark Electronics shares in Q2 2026, an estimated $350K.
  • Benchmark Electronics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1584 holding.
  • Jones Financial Companies first reported a position in Benchmark Electronics in Q3 2024 and has held it in 8 quarters since.
  • 332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.