Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Badger Meter BMI Stock Holding History

Sumitomo Mitsui Trust 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
Q1 		$1.19M Buy
7,793
+1,902
+32% +$299K ﹤0.01% 842
2025
Q4 		$1.03M Buy
5,891
+2,073
+54% +$373K ﹤0.01% 865
2025
Q3 		$682K Buy
+3,818
New +$751K ﹤0.01% 895

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VPM
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State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BMI Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Badger Meter (BMI) stake by 32% in Q1 2026, buying an estimated $299K and bringing the position to 7,793 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Sumitomo Mitsui Trust Group first reported a position in BMI in Q3 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 7,793 shares of Badger Meter worth $1.19M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 1,902 Badger Meter shares in Q1 2026, an estimated $299K.
  • Badger Meter made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #842 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Badger Meter in Q3 2025 and has held it in 3 quarters since.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.