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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
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 $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

Root Financial Partners's BHE Position: Q1 2026 in Review

Root Financial Partners increased its Benchmark Electronics (BHE) stake by 27% in Q1 2026, buying an estimated $1.77K and bringing the position to 155 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Root Financial Partners first reported a position in BHE in Q3 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Root Financial Partners held 155 shares of Benchmark Electronics worth $8.69K as of Q1 2026.
  • Root Financial Partners bought 33 Benchmark Electronics shares in Q1 2026, an estimated $1.77K.
  • Benchmark Electronics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1740 holding.
  • Root Financial Partners first reported a position in Benchmark Electronics in Q3 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.