Trust Company of the South’s Badger Meter BMI Stock Holding History

Trust Company of the South’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
2025 Q1	–	Sell	-1,856	Closed	-$394K	–	125
2024 Q4	$394K	Buy	+1,856	New	+$404K	0.08%	82

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Trust Company of the South's BMI Position: Q1 2025 in Review

Trust Company of the South sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,856 shares — an estimated $394K sold.

Trust Company of the South first reported a position in BMI in Q4 2024 and held it in 1 quarter. The position peaked at $394K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

Trust Company of the South reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
Trust Company of the South sold 1,856 Badger Meter shares in Q1 2025, an estimated $394K.
Trust Company of the South first reported a position in Badger Meter in Q4 2024 and held it in 1 quarter.
Trust Company of the South's Badger Meter position peaked at $394K in Q4 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Trust Company of the South's 13F filing for Q1 2025, filed 1 Apr 2025.