Blue Trust Inc
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Blue Trust Inc’s Badger Meter BMI Stock Holding History

Blue Trust 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
Q3 		$741 Buy
+6
New +$808 ﹤0.01% 2218
2026
Q2 		– Sell
-6
Closed -$914 – 2467
2026
Q1 		$914 Sell
6
-336
-98% -$52.7K ﹤0.01% 2270
2025
Q4 		$59.6K Sell
342
-226
-40% -$40.7K ﹤0.01% 1287
2025
Q3 		$101K Buy
568
+369
+185% +$72.6K ﹤0.01% 1063
2025
Q2 		$48.7K Buy
199
+16
+9% +$3.62K ﹤0.01% 1464
2025
Q1 		$34.8K Buy
183
+134
+273% +$28K ﹤0.01% 1516
2024
Q4 		$10.4K Sell
49
-152
-76% -$33.1K ﹤0.01% 1830
2024
Q3 		$37.5K Buy
201
+183
+1,017% +$36.7K ﹤0.01% 1687
2024
Q2 		$2.91K Buy
18
+17
+1,700% +$3.1K ﹤0.01% 2347
2024
Q1 		$162 Sell
1
-4
-80% -$614 ﹤0.01% 2090
2023
Q4 		$1K Buy
+5
New +$728 ﹤0.01% 2269
2023
Q3 		– Sell
-6
Closed -$1K – 2047
2023
Q2 		$1K Hold
6
– – ﹤0.01% 1809
2023
Q1 		$1K Buy
+6
New +$701 ﹤0.01% 2110
2022
Q3 		– Sell
-8
Closed -$1K – 2092
2022
Q2 		$1K Buy
+8
New +$661 ﹤0.01% 1746

Other funds holding BMI

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Blue Trust Inc's BMI Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Badger Meter (BMI) in Q3 2026: 6 shares worth $741. The stake represents ﹤0.01% of the portfolio and ranks #2218 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in BMI as recently as Q1 2026.

Blue Trust Inc first reported a position in BMI in Q2 2022 and has held it in 14 quarters since. The position peaked at $101K in Q3 2025. 274 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Blue Trust Inc held 6 shares of Badger Meter worth $741 as of Q3 2026.
  • Badger Meter was a new Blue Trust Inc position in Q3 2026.
  • Badger Meter made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2218 holding.
  • Blue Trust Inc first reported a position in Badger Meter in Q2 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Badger Meter position peaked at $101K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.