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Planning Center Inc’s Badger Meter BMI Stock Holding History

Planning Center Inc’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
-901
Closed -$221K – 75
2025
Q2 		$221K Buy
+901
New +$204K 0.02% 71
2023
Q2 		– Sell
-6,000
Closed -$735K – 71
2023
Q1 		$735K Hold
6,000
– – 0.2% 27
2022
Q4 		$654K Buy
+6,000
New +$652K 0.2% 29

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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

Planning Center Inc's BMI Position: Q3 2025 in Review

Planning Center Inc sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 901 shares — an estimated $221K sold.

Planning Center Inc first reported a position in BMI in Q4 2022 and held it in 3 quarters. The position peaked at $735K in Q1 2023. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Planning Center Inc reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Planning Center Inc sold 901 Badger Meter shares in Q3 2025, an estimated $221K.
  • Planning Center Inc first reported a position in Badger Meter in Q4 2022 and held it in 3 quarters.
  • Planning Center Inc's Badger Meter position peaked at $735K in Q1 2023.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Planning Center Inc's 13F filing for Q3 2025, filed 30 Oct 2025.