Portside Wealth Group
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Portside Wealth Group’s Badger Meter BMI Stock Holding History

Portside Wealth Group’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 		$232K Sell
1,881
-37
-2% -$4.98K 0.03% 475
2026
Q2 		$285K Buy
1,918
+233
+14% +$30.5K 0.03% 412
2026
Q1 		$257K Buy
1,685
+95
+6% +$14.9K 0.03% 398
2025
Q4 		$277K Buy
1,590
+299
+23% +$53.8K 0.04% 387
2025
Q3 		$231K Sell
1,291
-1,785
-58% -$351K 0.03% 436
2025
Q2 		$753K Buy
3,076
+2
+0.1% +$453 0.11% 193
2025
Q1 		$585K Buy
3,074
+301
+11% +$62.8K 0.1% 211
2024
Q4 		$588K Buy
2,773
+1,197
+76% +$261K 0.1% 206
2024
Q3 		$344K Buy
1,576
+199
+14% +$39.9K 0.06% 283
2024
Q2 		$257K Buy
1,377
+55
+4% +$10K 0.05% 295
2024
Q1 		$214K Buy
+1,322
New +$203K 0.04% 341

Other funds holding BMI

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Alta Capital Management
Alta Capital Management Salt Lake City, Utah $1.19B AUM 13.86% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Portside Wealth Group's BMI Position: Q3 2026 in Review

Portside Wealth Group reduced its Badger Meter (BMI) stake by 1.9% in Q3 2026, selling an estimated $4.98K and leaving 1,881 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #475.

Portside Wealth Group first reported a position in BMI in Q1 2024 and has held it in 11 quarters since. The position peaked at $753K in Q2 2025. 109 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Portside Wealth Group held 1,881 shares of Badger Meter worth $232K as of Q3 2026.
  • Portside Wealth Group sold 37 Badger Meter shares in Q3 2026, an estimated $4.98K.
  • Badger Meter made up 0.03% of Portside Wealth Group's portfolio in Q3 2026, its #475 holding.
  • Portside Wealth Group first reported a position in Badger Meter in Q1 2024 and has held it in 11 quarters since.
  • Portside Wealth Group's Badger Meter position peaked at $753K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.