PCM
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Polymer Capital Management’s Benchmark Electronics BHE Stock Holding History

Polymer Capital Management’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 		$553K Sell
5,609
-10,174
-64% -$812K 0.07% 334
2026
Q1 		$885K Buy
+15,783
New +$849K 0.09% 240

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

Polymer Capital Management's BHE Position: Q2 2026 in Review

Polymer Capital Management reduced its Benchmark Electronics (BHE) stake by 64% in Q2 2026, selling an estimated $812K and leaving 5,609 shares worth $553K. The position accounts for 0.07% of the portfolio, ranked #334.

Polymer Capital Management first reported a position in BHE in Q1 2026 and has held it in 2 quarters since. The position peaked at $885K in Q1 2026. 333 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Polymer Capital Management held 5,609 shares of Benchmark Electronics worth $553K as of Q2 2026.
  • Polymer Capital Management sold 10,174 Benchmark Electronics shares in Q2 2026, an estimated $812K.
  • Benchmark Electronics made up 0.07% of Polymer Capital Management's portfolio in Q2 2026, its #334 holding.
  • Polymer Capital Management first reported a position in Benchmark Electronics in Q1 2026 and has held it in 2 quarters since.
  • Polymer Capital Management's Benchmark Electronics position peaked at $885K in Q1 2026.
  • 333 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.