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Steward Partners Investment Advisory’s Benchmark Electronics BHE Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-64
Closed -$2.74K – 4439
2025
Q4 		$2.74K Hold
64
– – ﹤0.01% 3873
2025
Q3 		$2.47K Buy
+64
New +$2.53K ﹤0.01% 3867

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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Steward Partners Investment Advisory's BHE Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Benchmark Electronics (BHE) in Q1 2026, closing a stake of 64 shares — an estimated $2.74K sold.

Steward Partners Investment Advisory first reported a position in BHE in Q3 2025 and held it in 2 quarters. The position peaked at $2.74K in Q4 2025. 268 funds tracked by Wall St. Rank hold BHE as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Benchmark Electronics position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 64 Benchmark Electronics shares in Q1 2026, an estimated $2.74K.
  • Steward Partners Investment Advisory first reported a position in Benchmark Electronics in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Benchmark Electronics position peaked at $2.74K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Benchmark Electronics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.