Values First Advisors
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Values First Advisors’s Badger Meter BMI Stock Holding History

Values First 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
Q3 		$1.97M Sell
15,937
-183
-1% -$24.6K 0.93% 30
2026
Q2 		$2.39M Buy
16,120
+8,904
+123% +$1.17M 1.09% 23
2026
Q1 		$1.1M Buy
7,216
+91
+1% +$14.3K 0.57% 54
2025
Q4 		$1.24M Sell
7,125
-438
-6% -$78.9K 0.64% 52
2025
Q3 		$1.35M Sell
7,563
-116
-2% -$22.8K 0.72% 47
2025
Q2 		$1.88M Sell
7,679
-1,060
-12% -$240K 1.02% 21
2025
Q1 		$1.66M Buy
8,739
+53
+0.6% +$11.1K 0.97% 28
2024
Q4 		$1.84M Sell
8,686
-335
-4% -$73K 1.01% 23
2024
Q3 		$1.97M Sell
9,021
-122
-1% -$24.4K 1.07% 26
2024
Q2 		$1.7M Buy
+9,143
New +$1.67M 1.02% 37
2023
Q2 		– Sell
-23
Closed -$2.84K – 188
2023
Q1 		$2.84K Buy
+23
New +$2.69K ﹤0.01% 280

Other funds holding BMI

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Alta Capital Management
Alta Capital Management Salt Lake City, Utah $1.19B AUM 13.86% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Values First Advisors's BMI Position: Q3 2026 in Review

Values First Advisors reduced its Badger Meter (BMI) stake by 1.1% in Q3 2026, selling an estimated $24.6K and leaving 15,937 shares worth $1.97M. The position accounts for 0.93% of the portfolio, ranked #30.

Values First Advisors first reported a position in BMI in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q2 2026. 116 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Values First Advisors held 15,937 shares of Badger Meter worth $1.97M as of Q3 2026.
  • Values First Advisors sold 183 Badger Meter shares in Q3 2026, an estimated $24.6K.
  • Badger Meter made up 0.93% of Values First Advisors's portfolio in Q3 2026, its #30 holding.
  • Values First Advisors first reported a position in Badger Meter in Q1 2023 and has held it in 11 quarters since.
  • Values First Advisors's Badger Meter position peaked at $2.39M in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.