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 Q3	$260K	Buy	3,134 +38	+1%	+$3K	0.03%	404
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

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Benchmark Electronics (BHE) stake by 1.2% in Q3 2026, buying an estimated $3K and bringing the position to 3,134 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #404.

Pinnacle Wealth Planning Services first reported a position in BHE in Q4 2020 and has held it in 7 quarters since. The position peaked at $305K in Q2 2026. 80 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

Pinnacle Wealth Planning Services held 3,134 shares of Benchmark Electronics worth $260K as of Q3 2026.
Pinnacle Wealth Planning Services bought 38 Benchmark Electronics shares in Q3 2026, an estimated $3K.
Benchmark Electronics made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #404 holding.
Pinnacle Wealth Planning Services first reported a position in Benchmark Electronics in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Benchmark Electronics position peaked at $305K in Q2 2026.
80 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.