PWM
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Perigon Wealth Management’s Badger Meter BMI Stock Holding History

Perigon Wealth 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 		$569K Buy
3,832
+2,510
+190% +$328K 0.01% 824
2026
Q1 		$201K Buy
+1,322
New +$208K ﹤0.01% 1223
2017
Q2 		– Sell
-5,134
Closed -$189K – 580
2017
Q1 		$189K Hold
5,134
– – 0.04% 261
2016
Q4 		$187K Buy
+5,134
New +$179K 0.04% 251

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's BMI Position: Q2 2026 in Review

Perigon Wealth Management increased its Badger Meter (BMI) stake by 190% in Q2 2026, buying an estimated $328K and bringing the position to 3,832 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #824.

Perigon Wealth Management first reported a position in BMI in Q4 2016 and has held it in 4 quarters since. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Perigon Wealth Management held 3,832 shares of Badger Meter worth $569K as of Q2 2026.
  • Perigon Wealth Management bought 2,510 Badger Meter shares in Q2 2026, an estimated $328K.
  • Badger Meter made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #824 holding.
  • Perigon Wealth Management first reported a position in Badger Meter in Q4 2016 and has held it in 4 quarters since.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.