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Equitable Trust’s Badger Meter BMI Stock Holding History

Equitable Trust’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 		$5.77M Buy
+46,716
New +$6.29M 0.24% 88

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
DS
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Equitable Trust's BMI Position: Q3 2026 in Review

Equitable Trust opened a new position in Badger Meter (BMI) in Q3 2026: 46,716 shares worth $5.77M. The stake represents 0.24% of the portfolio and ranks #88 among its holdings.

25 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Equitable Trust held 46,716 shares of Badger Meter worth $5.77M as of Q3 2026.
  • Badger Meter was a new Equitable Trust position in Q3 2026.
  • Badger Meter made up 0.24% of Equitable Trust's portfolio in Q3 2026, its #88 holding.
  • 25 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.