Colonial Trust Advisors’s Badger Meter BMI Stock Holding History

Colonial Trust 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
2025 Q4	–	Sell	-1	Closed	-$180	–	709
2025 Q3	$180	Hold	1	–	–	﹤0.01%	666
2025 Q2	$247	Buy	+1	New	+$227	﹤0.01%	677
2024 Q2	–	Sell	-17	Closed	-$2.75K	–	789
2024 Q1	$2.75K	Buy	+17	New	+$2.61K	﹤0.01%	765

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTW

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

Colonial Trust Advisors's BMI Position: Q4 2025 in Review

Colonial Trust Advisors sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 1 share — an estimated $180 sold.

Colonial Trust Advisors first reported a position in BMI in Q1 2024 and held it in 3 quarters. The position peaked at $2.75K in Q1 2024. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

Colonial Trust Advisors reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
Colonial Trust Advisors sold 1 Badger Meter share in Q4 2025, an estimated $180.
Colonial Trust Advisors first reported a position in Badger Meter in Q1 2024 and held it in 3 quarters.
Colonial Trust Advisors's Badger Meter position peaked at $2.75K in Q1 2024.
486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.