Dakota Wealth Management’s Badger Meter BMI Stock Holding History

Dakota Wealth 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
2025 Q3	–	Sell	-3,976	Closed	-$974K	–	664
2025 Q2	$974K	Buy	+3,976	New	+$901K	0.02%	388

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Dakota Wealth Management's BMI Position: Q3 2025 in Review

Dakota Wealth Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 3,976 shares — an estimated $974K sold.

Dakota Wealth Management first reported a position in BMI in Q2 2025 and held it in 1 quarter. The position peaked at $974K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Dakota Wealth Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Dakota Wealth Management sold 3,976 Badger Meter shares in Q3 2025, an estimated $974K.
Dakota Wealth Management first reported a position in Badger Meter in Q2 2025 and held it in 1 quarter.
Dakota Wealth Management's Badger Meter position peaked at $974K in Q2 2025.
477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.