RFP
BHE icon

Root Financial Partners’s Benchmark Electronics BHE Stock Holding History

Root Financial Partners’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 		– Sell
-155
Closed -$8.69K – 736
2026
Q1 		$8.69K Buy
155
+33
+27% +$1.77K ﹤0.01% 1740
2025
Q4 		$5.22K Sell
122
-11
-8% -$476 ﹤0.01% 1755
2025
Q3 		$5.13K Buy
+133
New +$5.26K ﹤0.01% 1714

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

Root Financial Partners's BHE Position: Q2 2026 in Review

Root Financial Partners sold out of Benchmark Electronics (BHE) in Q2 2026, closing a stake of 155 shares — an estimated $8.69K sold.

Root Financial Partners first reported a position in BHE in Q3 2025 and held it in 3 quarters. The position peaked at $8.69K in Q1 2026. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Root Financial Partners reported no remaining Benchmark Electronics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 155 Benchmark Electronics shares in Q2 2026, an estimated $8.69K.
  • Root Financial Partners first reported a position in Benchmark Electronics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Benchmark Electronics position peaked at $8.69K in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.