Root Financial Partners
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
Q3 		$17.4K Buy
+210
New +$16.6K ﹤0.01% 1623
2026
Q2 		– Sell
-155
Closed -$8.69K – 736
2026
Q1 		$8.69K Buy
155
+33
+27% +$1.78K ﹤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

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

Root Financial Partners's BHE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Benchmark Electronics (BHE) in Q3 2026: 210 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1623 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BHE as recently as Q1 2026.

Root Financial Partners first reported a position in BHE in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • Root Financial Partners held 210 shares of Benchmark Electronics worth $17.4K as of Q3 2026.
  • Benchmark Electronics was a new Root Financial Partners position in Q3 2026.
  • Benchmark Electronics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1623 holding.
  • Root Financial Partners first reported a position in Benchmark Electronics in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.