Concord Wealth Partners
BMI icon

Concord Wealth Partners’s Badger Meter BMI Stock Holding History

Concord Wealth Partners’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 		$371 Hold
3
– – ﹤0.01% 765
2026
Q2 		$445 Buy
+3
New +$393 ﹤0.01% 821
2026
Q1 		– Sell
-3
Closed -$523 – 265
2025
Q4 		$523 Hold
3
– – ﹤0.01% 752
2025
Q3 		$536 Hold
3
– – ﹤0.01% 765
2025
Q2 		$735 Buy
+3
New +$680 ﹤0.01% 770

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Concord Wealth Partners's BMI Position: Q3 2026 in Review

Concord Wealth Partners held its Badger Meter (BMI) position steady in Q3 2026 at 3 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Concord Wealth Partners first reported a position in BMI in Q2 2025 and has held it in 5 quarters since. The position peaked at $735 in Q2 2025. 274 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Concord Wealth Partners held 3 shares of Badger Meter worth $371 as of Q3 2026.
  • Concord Wealth Partners left its Badger Meter share count unchanged in Q3 2026.
  • Badger Meter made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #765 holding.
  • Concord Wealth Partners first reported a position in Badger Meter in Q2 2025 and has held it in 5 quarters since.
  • Concord Wealth Partners's Badger Meter position peaked at $735 in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.