Callan Family Office’s Badger Meter BMI Stock Holding History

Callan Family Office’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
2025 Q3	–	Sell	-1,061	Closed	-$260K	–	857
2025 Q2	$260K	Buy	+1,061	New	+$240K	0.01%	810

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Callan Family Office's BMI Position: Q3 2025 in Review

Callan Family Office sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 1,061 shares — an estimated $260K sold.

Callan Family Office first reported a position in BMI in Q2 2025 and held it in 1 quarter. The position peaked at $260K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Callan Family Office reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Callan Family Office sold 1,061 Badger Meter shares in Q3 2025, an estimated $260K.
Callan Family Office first reported a position in Badger Meter in Q2 2025 and held it in 1 quarter.
Callan Family Office's Badger Meter position peaked at $260K in Q2 2025.
477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Callan Family Office's 13F filing for Q3 2025, filed 4 Nov 2025.