Everence Capital Management’s Badger Meter BMI Stock Holding History

Everence Capital 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
2026 Q2	$308K	Hold	2,075	–	–	0.02%	619
2026 Q1	$316K	Sell	2,075 -175	-8%	-$27.5K	0.02%	549
2025 Q4	$392K	Hold	2,250	–	–	0.02%	477
2025 Q3	$402K	Hold	2,250	–	–	0.02%	472
2025 Q2	$551K	Hold	2,250	–	–	0.04%	344
2025 Q1	$428K	Sell	2,250 -2,270	-50%	-$474K	0.03%	409
2024 Q4	$959K	Sell	4,520 -1,450	-24%	-$316K	0.06%	239
2024 Q3	$1.3M	Sell	5,970 -330	-5%	-$66.1K	0.08%	183
2024 Q2	$1.15M	Hold	6,300	–	–	0.08%	200
2024 Q1	$1.02M	Hold	6,300	–	–	0.07%	238
2023 Q4	$973K	Hold	6,300	–	–	0.07%	235
2023 Q3	$906K	Hold	6,300	–	–	0.07%	238
2023 Q2	$869K	Hold	6,300	–	–	0.07%	237
2023 Q1	$767K	Hold	6,300	–	–	0.06%	267
2022 Q4	$687K	Hold	6,300	–	–	0.06%	281
2022 Q3	$582K	Hold	6,300	–	–	0.05%	305
2022 Q2	$510K	Hold	6,300	–	–	0.05%	333
2022 Q1	$628K	Hold	6,300	–	–	0.05%	314
2021 Q4	$671K	Hold	6,300	–	–	0.05%	316
2021 Q3	$637K	Hold	6,300	–	–	0.05%	304
2021 Q2	$618K	Hold	6,300	–	–	0.05%	329
2021 Q1	$586K	Sell	6,300 -2,860	-31%	-$288K	0.05%	312
2020 Q4	$862K	Sell	9,160 -3,810	-29%	-$304K	0.08%	197
2020 Q3	$848K	Buy	12,970 +7,880	+155%	+$503K	0.09%	172
2020 Q2	$311K	Hold	5,090	–	–	0.04%	445
2020 Q1	$273K	Hold	5,090	–	–	0.04%	413
2019 Q4	$330K	Hold	5,090	–	–	0.05%	447
2019 Q3	$273K	Hold	5,090	–	–	0.04%	459
2019 Q2	$304K	Hold	5,090	–	–	0.05%	423
2019 Q1	$283K	Buy	+5,090	New	+$283K	0.05%	432

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Everence Capital Management's BMI Position: Q2 2026 in Review

Everence Capital Management held its Badger Meter (BMI) position steady in Q2 2026 at 2,075 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #619.

Everence Capital Management first reported a position in BMI in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.3M in Q3 2024. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Everence Capital Management held 2,075 shares of Badger Meter worth $308K as of Q2 2026.
Everence Capital Management left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up 0.02% of Everence Capital Management's portfolio in Q2 2026, its #619 holding.
Everence Capital Management first reported a position in Badger Meter in Q1 2019 and has held it in 30 quarters since.
Everence Capital Management's Badger Meter position peaked at $1.3M in Q3 2024.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.