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Fortress Financial Solutions’s Badger Meter BMI Stock Holding History

Fortress Financial Solutions’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
Q1 		– Sell
-1,366
Closed -$238K – 58
2025
Q4 		$238K Sell
1,366
-663
-33% -$119K 0.24% 52
2025
Q3 		$362K Buy
2,029
+201
+11% +$39.5K 0.39% 44
2025
Q2 		$448K Sell
1,828
-15
-0.8% -$3.4K 0.56% 34
2025
Q1 		$351K Buy
1,843
+102
+6% +$21.3K 0.51% 39
2024
Q4 		$369K Buy
+1,741
New +$379K 0.53% 37

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BlackRock
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortress Financial Solutions's BMI Position: Q1 2026 in Review

Fortress Financial Solutions sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 1,366 shares — an estimated $238K sold.

Fortress Financial Solutions first reported a position in BMI in Q4 2024 and held it in 5 quarters. The position peaked at $448K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Fortress Financial Solutions reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Fortress Financial Solutions sold 1,366 Badger Meter shares in Q1 2026, an estimated $238K.
  • Fortress Financial Solutions first reported a position in Badger Meter in Q4 2024 and held it in 5 quarters.
  • Fortress Financial Solutions's Badger Meter position peaked at $448K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.