Greenleaf Trust’s Badger Meter BMI Stock Holding History

Greenleaf 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
2025 Q3	–	Sell	-825	Closed	-$202K	–	810
2025 Q2	$202K	Buy	+825	New	+$187K	﹤0.01%	768

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

Greenleaf Trust's BMI Position: Q3 2025 in Review

Greenleaf Trust sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 825 shares — an estimated $202K sold.

Greenleaf Trust first reported a position in BMI in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Greenleaf Trust reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Greenleaf Trust sold 825 Badger Meter shares in Q3 2025, an estimated $202K.
Greenleaf Trust first reported a position in Badger Meter in Q2 2025 and held it in 1 quarter.
Greenleaf Trust's Badger Meter position peaked at $202K in Q2 2025.
477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.