Diversify Advisory Services’s Badger Meter BMI Stock Holding History

Diversify Advisory Services’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	$1.33M	Buy	10,459 +485	+5%	+$65.3K	0.02%	569
2026 Q2	$1.28M	Buy	+9,974	New	+$1.31M	0.02%	550
2026 Q1	–	Sell	-2,316	Closed	-$398K	–	283
2025 Q4	$398K	Buy	2,316 +213	+10%	+$38.3K	0.01%	675
2025 Q3	$383K	Buy	2,103 +191	+10%	+$37.6K	0.01%	645
2025 Q2	$368K	Buy	1,912 +178	+10%	+$40.3K	0.01%	632
2025 Q1	$377K	Buy	1,734 +458	+36%	+$95.6K	0.02%	424
2024 Q4	$265K	Sell	1,276 -636	-33%	-$139K	0.01%	516
2024 Q3	$381K	Buy	1,912 +20	+1%	+$4.01K	0.02%	436
2024 Q2	$351K	Buy	1,892 +22	+1%	+$4.02K	0.02%	464
2024 Q1	$299K	Buy	+1,870	New	+$287K	0.02%	538

Other funds holding BMI

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services's BMI Position: Q3 2026 in Review

Diversify Advisory Services increased its Badger Meter (BMI) stake by 4.9% in Q3 2026, buying an estimated $65.3K and bringing the position to 10,459 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #569.

Diversify Advisory Services first reported a position in BMI in Q1 2024 and has held it in 10 quarters since. 58 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

Diversify Advisory Services held 10,459 shares of Badger Meter worth $1.33M as of Q3 2026.
Diversify Advisory Services bought 485 Badger Meter shares in Q3 2026, an estimated $65.3K.
Badger Meter made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #569 holding.
Diversify Advisory Services first reported a position in Badger Meter in Q1 2024 and has held it in 10 quarters since.
58 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.