AssetMark Inc’s Badger Meter BMI Stock Holding History

AssetMark Inc’s Portfolio BMI Stock Details BMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Buy	73 +58	+387%	+$7.59K	﹤0.01%	2419
2026 Q1	$2.29K	Sell	15 -5	-25%	-$785	﹤0.01%	2821
2025 Q4	$3.49K	Buy	20 +9	+82%	+$1.62K	﹤0.01%	2592
2025 Q3	$1.96K	Sell	11 -2	-15%	-$393	﹤0.01%	2632
2025 Q2	$3.18K	Buy	13 +11	+550%	+$2.49K	﹤0.01%	2278
2025 Q1	$381	Sell	2 -29	-94%	-$6.05K	﹤0.01%	2461
2024 Q4	$6.58K	Buy	+31	New	+$6.75K	﹤0.01%	1871
2024 Q1	–	Sell	-133	Closed	-$20.5K	–	1951
2023 Q4	$20.5K	Buy	133 +132	+13,200%	+$19.2K	﹤0.01%	1287
2023 Q3	$144	Buy	+1	New	+$158	﹤0.01%	1664
2018 Q1	–	Sell	-9	Closed	–	–	1468
2017 Q4	$0	Buy	+9	New	+$417	﹤0.01%	1884

Other funds holding BMI

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc's BMI Position: Q2 2026 in Review

AssetMark Inc increased its Badger Meter (BMI) stake by 387% in Q2 2026, buying an estimated $7.59K and bringing the position to 73 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

AssetMark Inc first reported a position in BMI in Q4 2017 and has held it in 10 quarters since. The position peaked at $20.5K in Q4 2023. 171 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

AssetMark Inc held 73 shares of Badger Meter worth $10.8K as of Q2 2026.
AssetMark Inc bought 58 Badger Meter shares in Q2 2026, an estimated $7.59K.
Badger Meter made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2419 holding.
AssetMark Inc first reported a position in Badger Meter in Q4 2017 and has held it in 10 quarters since.
AssetMark Inc's Badger Meter position peaked at $20.5K in Q4 2023.
171 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.