Root Financial Partners
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Root Financial Partners’s Badger Meter BMI Stock Holding History

Root Financial Partners’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 		$9.27K Buy
+75
New +$10.1K ﹤0.01% 1946
2026
Q2 		– Sell
-52
Closed -$7.92K – 777
2026
Q1 		$7.92K Sell
52
-12
-19% -$1.88K ﹤0.01% 1768
2025
Q4 		$11.2K Buy
64
+18
+39% +$3.24K ﹤0.01% 1456
2025
Q3 		$8.22K Buy
+46
New +$9.05K ﹤0.01% 1531

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Root Financial Partners's BMI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Badger Meter (BMI) in Q3 2026: 75 shares worth $9.27K. The stake represents ﹤0.01% of the portfolio and ranks #1946 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BMI as recently as Q1 2026.

Root Financial Partners first reported a position in BMI in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.2K in Q4 2025. 384 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Root Financial Partners held 75 shares of Badger Meter worth $9.27K as of Q3 2026.
  • Badger Meter was a new Root Financial Partners position in Q3 2026.
  • Badger Meter made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1946 holding.
  • Root Financial Partners first reported a position in Badger Meter in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Badger Meter position peaked at $11.2K in Q4 2025.
  • 384 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.