SGI
BHE icon

Summit Global Investments’s Benchmark Electronics BHE Stock Holding History

Summit Global Investments’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 		$757K Sell
7,671
-16,720
-69% -$1.33M 0.04% 265
2026
Q1 		$1.37M Sell
24,391
-25
-0.1% -$1.34K 0.08% 130
2025
Q4 		$1.04M Buy
24,416
+14,724
+152% +$638K 0.06% 191
2025
Q3 		$374K Sell
9,692
-20,431
-68% -$808K 0.02% 359
2025
Q2 		$1.17M Buy
30,123
+18,444
+158% +$675K 0.07% 165
2025
Q1 		$444K Buy
11,679
+6,350
+119% +$268K 0.03% 309
2024
Q4 		$242K Buy
+5,329
New +$247K 0.02% 481
2023
Q4 		– Sell
-8,514
Closed -$207K – 515
2023
Q3 		$207K Buy
+8,514
New +$216K 0.01% 479
2017
Q2 		– Sell
-16,700
Closed -$531K – 240
2017
Q1 		$531K Hold
16,700
– – 0.17% 105
2016
Q4 		$509K Buy
+16,700
New +$457K 0.18% 106

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

Summit Global Investments's BHE Position: Q2 2026 in Review

Summit Global Investments reduced its Benchmark Electronics (BHE) stake by 69% in Q2 2026, selling an estimated $1.33M and leaving 7,671 shares worth $757K. The position accounts for 0.04% of the portfolio, ranked #265.

Summit Global Investments first reported a position in BHE in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2026. 332 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

  • Summit Global Investments held 7,671 shares of Benchmark Electronics worth $757K as of Q2 2026.
  • Summit Global Investments sold 16,720 Benchmark Electronics shares in Q2 2026, an estimated $1.33M.
  • Benchmark Electronics made up 0.04% of Summit Global Investments's portfolio in Q2 2026, its #265 holding.
  • Summit Global Investments first reported a position in Benchmark Electronics in Q4 2016 and has held it in 10 quarters since.
  • Summit Global Investments's Benchmark Electronics position peaked at $1.37M in Q1 2026.
  • 332 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.