Pinnacle Wealth Planning Services’s Benchmark Electronics BHE Stock Holding History

Pinnacle Wealth Planning Services’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	$305K	Buy	3,096 +18	+0.6%	+$1.44K	0.03%	365
2026 Q1	$173K	Buy	3,078 +28	+0.9%	+$1.51K	0.02%	530
2025 Q4	$130K	Buy	+3,050	New	+$132K	0.01%	647
2024 Q4	–	Sell	-5,512	Closed	-$244K	–	411
2024 Q3	$244K	Hold	5,512	–	–	0.03%	374
2024 Q2	$218K	Buy	+5,512	New	+$203K	0.03%	392
2021 Q1	–	Sell	-165	Closed	-$4K	–	535
2020 Q4	$4K	Buy	+165	New	+$3.9K	﹤0.01%	1712

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

Pinnacle Wealth Planning Services's BHE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Benchmark Electronics (BHE) stake by 0.58% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,096 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #365.

Pinnacle Wealth Planning Services first reported a position in BHE in Q4 2020 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

Pinnacle Wealth Planning Services held 3,096 shares of Benchmark Electronics worth $305K as of Q2 2026.
Pinnacle Wealth Planning Services bought 18 Benchmark Electronics shares in Q2 2026, an estimated $1.44K.
Benchmark Electronics made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #365 holding.
Pinnacle Wealth Planning Services first reported a position in Benchmark Electronics in Q4 2020 and has held it in 6 quarters since.
333 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.