Y-Intercept (HK)’s Benchmark Electronics BHE Stock Holding History

Y-Intercept (HK)’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	-17,036	Closed	-$955K	–	1725
2026 Q1	$955K	Sell	17,036 -16,845	-50%	-$906K	0.02%	1053
2025 Q4	$1.45M	Sell	33,881 -34,186	-50%	-$1.48M	0.03%	794
2025 Q3	$2.62M	Buy	68,067 +22,437	+49%	+$888K	0.06%	463
2025 Q2	$1.77M	Buy	+45,630	New	+$1.67M	0.04%	663
2024 Q2	–	Sell	-8,634	Closed	-$259K	–	1403
2024 Q1	$259K	Buy	+8,634	New	+$249K	0.02%	1026
2023 Q1	–	Sell	-8,158	Closed	-$218K	–	1182
2022 Q4	$218K	Buy	+8,158	New	+$226K	0.03%	795

Other funds holding BHE

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Y-Intercept (HK)'s BHE Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Benchmark Electronics (BHE) in Q2 2026, closing a stake of 17,036 shares — an estimated $955K sold.

Y-Intercept (HK) first reported a position in BHE in Q4 2022 and held it in 6 quarters. The position peaked at $2.62M in Q3 2025. 31 funds tracked by Wall St. Rank hold BHE as of Q2 2026.

Y-Intercept (HK) reported no remaining Benchmark Electronics position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 17,036 Benchmark Electronics shares in Q2 2026, an estimated $955K.
Y-Intercept (HK) first reported a position in Benchmark Electronics in Q4 2022 and held it in 6 quarters.
Y-Intercept (HK)'s Benchmark Electronics position peaked at $2.62M in Q3 2025.
31 funds tracked by Wall St. Rank held Benchmark Electronics as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.