Vest Financial
BMI icon

Vest Financial’s Badger Meter BMI Stock Holding History

Vest 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
Q3 		$6.59M Buy
53,360
+15,889
+42% +$2.14M 0.07% 218
2026
Q2 		$5.56M Buy
37,471
+15,455
+70% +$2.02M 0.06% 248
2026
Q1 		$3.35M Buy
22,016
+13,370
+155% +$2.1M 0.04% 285
2025
Q4 		$1.51M Buy
+8,646
New +$1.56M 0.02% 338

Other funds holding BMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Vest Financial's BMI Position: Q3 2026 in Review

Vest Financial increased its Badger Meter (BMI) stake by 42% in Q3 2026, buying an estimated $2.14M and bringing the position to 53,360 shares worth $6.59M. The position accounts for 0.07% of the portfolio, ranked #218.

Vest Financial first reported a position in BMI in Q4 2025 and has held it in 4 quarters since. 384 funds tracked by Wall St. Rank hold BMI as of Q3 2026.

  • Vest Financial held 53,360 shares of Badger Meter worth $6.59M as of Q3 2026.
  • Vest Financial bought 15,889 Badger Meter shares in Q3 2026, an estimated $2.14M.
  • Badger Meter made up 0.07% of Vest Financial's portfolio in Q3 2026, its #218 holding.
  • Vest Financial first reported a position in Badger Meter in Q4 2025 and has held it in 4 quarters since.
  • 384 funds tracked by Wall St. Rank held Badger Meter as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.