KIM
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Kestra Investment Management’s Badger Meter BMI Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-45
Closed -$9.16K – 502
2025
Q2 		$9.16K Buy
45
+11
+32% +$2.49K ﹤0.01% 722
2025
Q1 		$6.47K Buy
+34
New +$7.09K ﹤0.01% 659

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kestra Investment Management's BMI Position: Q3 2025 in Review

Kestra Investment Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 45 shares — an estimated $9.16K sold.

Kestra Investment Management first reported a position in BMI in Q1 2025 and held it in 2 quarters. The position peaked at $9.16K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Kestra Investment Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 45 Badger Meter shares in Q3 2025, an estimated $9.16K.
  • Kestra Investment Management first reported a position in Badger Meter in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Badger Meter position peaked at $9.16K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.