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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Benchmark Electronics (BHE) stake by 0.92% in Q1 2026, buying an estimated $1.51K and bringing the position to 3,078 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #530.

Pinnacle Wealth Planning Services first reported a position in BHE in Q4 2020 and has held it in 5 quarters since. The position peaked at $244K in Q3 2024. 267 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,078 shares of Benchmark Electronics worth $173K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 28 Benchmark Electronics shares in Q1 2026, an estimated $1.51K.
  • Benchmark Electronics made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #530 holding.
  • Pinnacle Wealth Planning Services first reported a position in Benchmark Electronics in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Benchmark Electronics position peaked at $244K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.