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Summit Financial’s Badger Meter BMI Stock Holding History

Summit Financial’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
Q2 		$3.15M Buy
21,242
+2,687
+14% +$352K 0.03% 482
2026
Q1 		$2.83M Buy
18,555
+5,517
+42% +$866K 0.04% 477
2025
Q4 		$2.27M Buy
13,038
+262
+2% +$47.2K 0.03% 460
2025
Q3 		$2.28M Sell
12,776
-2,406
-16% -$473K 0.03% 445
2025
Q2 		$3.72M Buy
15,182
+414
+3% +$93.8K 0.08% 198
2025
Q1 		$2.81M Buy
+14,768
New +$3.08M 0.08% 216

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Financial's BMI Position: Q2 2026 in Review

Summit Financial increased its Badger Meter (BMI) stake by 14% in Q2 2026, buying an estimated $352K and bringing the position to 21,242 shares worth $3.15M. The position accounts for 0.03% of the portfolio, ranked #482.

Summit Financial first reported a position in BMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.72M in Q2 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Summit Financial held 21,242 shares of Badger Meter worth $3.15M as of Q2 2026.
  • Summit Financial bought 2,687 Badger Meter shares in Q2 2026, an estimated $352K.
  • Badger Meter made up 0.03% of Summit Financial's portfolio in Q2 2026, its #482 holding.
  • Summit Financial first reported a position in Badger Meter in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's Badger Meter position peaked at $3.72M in Q2 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.