Congress Asset Management
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Congress Asset Management’s Badger Meter BMI Stock Holding History

Congress Asset Management’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 		$12.7M Buy
102,581
+2,551
+3% +$344K 0.08% 200
2026
Q2 		$14.8M Sell
100,030
-2,065
-2% -$270K 0.09% 175
2026
Q1 		$15.6M Buy
102,095
+862
+0.9% +$135K 0.11% 167
2025
Q4 		$17.7M Buy
101,233
+13,011
+15% +$2.34M 0.12% 154
2025
Q3 		$15.8M Sell
88,222
-318,837
-78% -$62.7M 0.1% 159
2025
Q2 		$100M Buy
407,059
+8,471
+2% +$1.92M 0.68% 47
2025
Q1 		$75.8M Buy
398,588
+35,424
+10% +$7.39M 0.57% 72
2024
Q4 		$77M Buy
363,164
+68,137
+23% +$14.8M 0.52% 78
2024
Q3 		$64.4M Buy
295,027
+7,967
+3% +$1.6M 0.44% 87
2024
Q2 		$53.5M Buy
287,060
+8,454
+3% +$1.54M 0.38% 90
2024
Q1 		$45.1M Buy
278,606
+34,817
+14% +$5.35M 0.32% 96
2023
Q4 		$37.6M Buy
243,789
+24,067
+11% +$3.51M 0.3% 98
2023
Q3 		$31.6M Buy
219,722
+35,456
+19% +$5.6M 0.28% 95
2023
Q2 		$27.2M Buy
184,266
+3,278
+2% +$451K 0.24% 99
2023
Q1 		$22M Buy
180,988
+25,360
+16% +$2.96M 0.21% 100
2022
Q4 		$17M Buy
155,628
+150,588
+2,988% +$16.4M 0.17% 114
2022
Q3 		$466K Buy
5,040
+38
+0.8% +$3.53K 0.01% 327
2022
Q2 		$405K Sell
5,002
-2,175
-30% -$180K ﹤0.01% 342
2022
Q1 		$716K Buy
7,177
+1,211
+20% +$119K 0.01% 321
2021
Q4 		$636K Sell
5,966
-22
-0.4% -$2.32K ﹤0.01% 327
2021
Q3 		$606K Sell
5,988
-650
-10% -$66.4K ﹤0.01% 316
2021
Q2 		$651K Buy
6,638
+63
+1% +$5.95K 0.01% 314
2021
Q1 		$612K Sell
6,575
-100
-1% -$10.1K 0.01% 313
2020
Q4 		$628K Sell
6,675
-500
-7% -$39.9K 0.01% 302
2020
Q3 		$469K Buy
7,175
+255
+4% +$16.3K 0.01% 297
2020
Q2 		$435K Buy
+6,920
New +$411K 0.01% 288

Other funds holding BMI

State Street
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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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Congress Asset Management's BMI Position: Q3 2026 in Review

Congress Asset Management increased its Badger Meter (BMI) stake by 2.6% in Q3 2026, buying an estimated $344K and bringing the position to 102,581 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #200.

Congress Asset Management first reported a position in BMI in Q2 2020 and has held it in 26 quarters since. The position peaked at $100M in Q2 2025. 326 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Congress Asset Management held 102,581 shares of Badger Meter worth $12.7M as of Q3 2026.
  • Congress Asset Management bought 2,551 Badger Meter shares in Q3 2026, an estimated $344K.
  • Badger Meter made up 0.08% of Congress Asset Management's portfolio in Q3 2026, its #200 holding.
  • Congress Asset Management first reported a position in Badger Meter in Q2 2020 and has held it in 26 quarters since.
  • Congress Asset Management's Badger Meter position peaked at $100M in Q2 2025.
  • 326 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.