CX Institutional
BMI icon

CX Institutional’s Badger Meter BMI Stock Holding History

CX Institutional’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 		– Sell
-163
Closed -$24K – 1680
2026
Q2 		$24K Sell
163
-160
-50% -$20.9K ﹤0.01% 1128
2026
Q1 		$49K Sell
323
-199
-38% -$31.2K ﹤0.01% 975
2025
Q4 		$91K Sell
522
-719
-58% -$129K ﹤0.01% 868
2025
Q3 		$222K Buy
+1,241
New +$244K 0.01% 658

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 30.35% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 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
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

CX Institutional's BMI Position: Q3 2026 in Review

CX Institutional sold out of Badger Meter (BMI) in Q3 2026, closing a stake of 163 shares — an estimated $24K sold.

CX Institutional first reported a position in BMI in Q3 2025 and held it in 4 quarters. The position peaked at $222K in Q3 2025. 69 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • CX Institutional reported no remaining Badger Meter position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 163 Badger Meter shares in Q3 2026, an estimated $24K.
  • CX Institutional first reported a position in Badger Meter in Q3 2025 and held it in 4 quarters.
  • CX Institutional's Badger Meter position peaked at $222K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.