Vest Financial, LLC BHE — BENCHMARK ELECTRS INC

Ownership history in Vest Financial, LLC  ·  6 quarters on record

AI Ownership Summary

Vest Financial, LLC reported BENCHMARK ELECTRS INC (BHE) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows BHE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vest Financial, LLC's position in BENCHMARK ELECTRS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BHE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BHE stock page Vest Financial, LLC fund profile Vest Financial, LLC full holdings
How Vest Financial, LLC held BHE — position size vs. price
% of Fund (quarterly)    BHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 45,125 -30,304 -40.2% 0.03% $2.5M 2026-04-24 $69.52
2025 Q4 REDUCED 20.1% +31.5% ❌ 75,429 -18,932 -20.1% 0.04% $3.2M 2026-01-30 $51.97
2025 Q3 REDUCED 9.1% +15.3% ❌ 94,361 -9,462 -9.1% 0.05% $3.6M 2025-10-30 $43.24
2025 Q2 ADDED — — — 103,823 +44,699 +75.6% 0.06% $4.0M 2025-07-25 $38.46
2025 Q1 ADDED — — — 59,124 +50,523 +587.4% 0.03% $2.2M 2025-04-11 $34.67
2023 Q4 INITIATED — — — 8,601 — — 0.01% $238K 2024-01-11 $25.84

🏢 Other funds also holding BHE

As of 2026 Q1 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.66% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.26% Uncommon Cents Investing LLC 3Y 7Y 0.22% Whalen Wealth Management Inc. 0.2% Heritage Family Offices, LLP 0.09% Ifrah Financial Services, Inc. 3Y 7Y 0.07% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% EVOLVE PRIVATE WEALTH, LLC 0.03% Trust Point Inc. 0.02%

FAQ About Vest Financial, LLC and BHE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vest Financial, LLC reported owning BHE?

Vest Financial, LLC reported BHE across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BHE position in Vest Financial, LLC's portfolio?

The largest reported portfolio weight for BHE was 0.06% in 2025 Q2.

What is the latest reported BHE position on this page?

The most recent filing on this page is 2026 Q1, when Vest Financial, LLC reported 45,125 shares, equal to 0.03% of portfolio, with an estimated market value of $2.5M.

What does the chart on this BHE ownership page compare?

The chart compares Vest Financial, LLC's quarterly BHE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vest Financial, LLC time their BHE position?

Based on 13F filing dates vs. subsequent BHE price moves, Vest Financial, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BHE relative to SPY over the holding period was +56.1%.

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