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Twin Peaks Wealth Advisors’s Badger Meter BMI Stock Holding History

Twin Peaks Wealth Advisors’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 		$7.16K Buy
+47
New +$7.38K ﹤0.01% 1230
2025
Q3 		– Sell
-76
Closed -$14.6K – 417
2025
Q2 		$14.6K Buy
+76
New +$17.2K ﹤0.01% 735

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Twin Peaks Wealth Advisors's BMI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Badger Meter (BMI) in Q1 2026: 47 shares worth $7.16K. The stake represents ﹤0.01% of the portfolio and ranks #1230 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BMI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BMI in Q2 2025 and has held it in 2 quarters since. The position peaked at $14.6K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 47 shares of Badger Meter worth $7.16K as of Q1 2026.
  • Badger Meter was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Badger Meter made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1230 holding.
  • Twin Peaks Wealth Advisors first reported a position in Badger Meter in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Badger Meter position peaked at $14.6K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.