CoreCap Advisors
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CoreCap Advisors’s Badger Meter BMI Stock Holding History

CoreCap 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
Q3 		$9.02K Buy
73
+61
+508% +$8.22K ﹤0.01% 2089
2026
Q2 		$1.78K Buy
+12
New +$1.57K ﹤0.01% 2567
2025
Q2 		– Sell
-2
Closed -$380 – 2827
2025
Q1 		$380 Buy
+2
New +$417 ﹤0.01% 2765
2024
Q4 		– Sell
-770
Closed -$168K – 2871
2024
Q3 		$168K Buy
+770
New +$154K 0.01% 742

Other funds holding BMI

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

CoreCap Advisors's BMI Position: Q3 2026 in Review

CoreCap Advisors increased its Badger Meter (BMI) stake by 508% in Q3 2026, buying an estimated $8.22K and bringing the position to 73 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

CoreCap Advisors first reported a position in BMI in Q3 2024 and has held it in 4 quarters since. The position peaked at $168K in Q3 2024. 91 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • CoreCap Advisors held 73 shares of Badger Meter worth $9.02K as of Q3 2026.
  • CoreCap Advisors bought 61 Badger Meter shares in Q3 2026, an estimated $8.22K.
  • Badger Meter made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2089 holding.
  • CoreCap Advisors first reported a position in Badger Meter in Q3 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Badger Meter position peaked at $168K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.