Perigon Wealth Management
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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
Q3 		$334K Sell
2,704
-1,128
-29% -$152K 0.01% 1084
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

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Perigon Wealth Management's BMI Position: Q3 2026 in Review

Perigon Wealth Management reduced its Badger Meter (BMI) stake by 29% in Q3 2026, selling an estimated $152K and leaving 2,704 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #1084.

Perigon Wealth Management first reported a position in BMI in Q4 2016 and has held it in 5 quarters since. The position peaked at $569K in Q2 2026. 99 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Perigon Wealth Management held 2,704 shares of Badger Meter worth $334K as of Q3 2026.
  • Perigon Wealth Management sold 1,128 Badger Meter shares in Q3 2026, an estimated $152K.
  • Badger Meter made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1084 holding.
  • Perigon Wealth Management first reported a position in Badger Meter in Q4 2016 and has held it in 5 quarters since.
  • Perigon Wealth Management's Badger Meter position peaked at $569K in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.