BFCFSI
BHE icon

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Benchmark Electronics BHE Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		– Sell
-93
Closed -$9.18K – 1590
2026
Q2 		$9.18K Hold
93
– – ﹤0.01% 1579
2026
Q1 		$5.21K Hold
93
– – ﹤0.01% 1828
2025
Q4 		$3.98K Buy
+93
New +$4.03K ﹤0.01% 1972

Other funds holding BHE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s BHE Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Benchmark Electronics (BHE) in Q3 2026, closing a stake of 93 shares — an estimated $9.18K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in BHE in Q4 2025 and held it in 3 quarters. The position peaked at $9.18K in Q2 2026. 252 funds tracked by Wall St. Rank hold BHE as of Q3 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Benchmark Electronics position as of Q3 2026 after selling out during the quarter.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 93 Benchmark Electronics shares in Q3 2026, an estimated $9.18K.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Benchmark Electronics in Q4 2025 and held it in 3 quarters.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Benchmark Electronics position peaked at $9.18K in Q2 2026.
  • 252 funds tracked by Wall St. Rank held Benchmark Electronics as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.