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
Q3 		– Sell
-7,942
Closed -$1.18M – 1067
2026
Q2 		$1.18M Buy
7,942
+149
+2% +$19.5K ﹤0.01% 868
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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Pictet Asset Management
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Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BMI Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group sold out of Badger Meter (BMI) in Q3 2026, closing a stake of 7,942 shares — an estimated $1.18M sold.

Sumitomo Mitsui Trust Group first reported a position in BMI in Q3 2025 and held it in 4 quarters. The position peaked at $1.19M in Q1 2026. 218 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Badger Meter position as of Q3 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,942 Badger Meter shares in Q3 2026, an estimated $1.18M.
  • Sumitomo Mitsui Trust Group first reported a position in Badger Meter in Q3 2025 and held it in 4 quarters.
  • Sumitomo Mitsui Trust Group's Badger Meter position peaked at $1.19M in Q1 2026.
  • 218 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.