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Catalyst Capital Advisors’s Badger Meter BMI Stock Holding History

Catalyst Capital Advisors’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 		– Sell
-445
Closed -$67.8K – 372
2026
Q1 		$67.8K Sell
445
-570
-56% -$89.5K ﹤0.01% 277
2025
Q4 		$177K Sell
1,015
-510
-33% -$91.8K ﹤0.01% 234
2025
Q3 		$272K Buy
1,525
+1,200
+369% +$236K 0.01% 205
2025
Q2 		$79.6K Buy
+325
New +$73.6K ﹤0.01% 366
2025
Q1 		– Sell
-53
Closed -$11.2K – 439
2024
Q4 		$11.2K Sell
53
-17
-24% -$3.7K ﹤0.01% 483
2024
Q3 		$15.3K Sell
70
-12
-15% -$2.4K ﹤0.01% 495
2024
Q2 		$15.3K Sell
82
-23
-22% -$4.2K ﹤0.01% 349
2024
Q1 		$17K Buy
+105
New +$16.1K ﹤0.01% 348
2023
Q4 		– Sell
-107
Closed -$15.4K – 383
2023
Q3 		$15.4K Buy
+107
New +$16.9K ﹤0.01% 369

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Catalyst Capital Advisors's BMI Position: Q2 2026 in Review

Catalyst Capital Advisors sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 445 shares — an estimated $67.8K sold.

Catalyst Capital Advisors first reported a position in BMI in Q3 2023 and held it in 9 quarters. The position peaked at $272K in Q3 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Catalyst Capital Advisors reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • Catalyst Capital Advisors sold 445 Badger Meter shares in Q2 2026, an estimated $67.8K.
  • Catalyst Capital Advisors first reported a position in Badger Meter in Q3 2023 and held it in 9 quarters.
  • Catalyst Capital Advisors's Badger Meter position peaked at $272K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.