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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
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 $6.73T 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

Vest Financial's BMI Position: Q2 2026 in Review

Vest Financial increased its Badger Meter (BMI) stake by 70% in Q2 2026, buying an estimated $2.02M and bringing the position to 37,471 shares worth $5.56M. The position accounts for 0.06% of the portfolio, ranked #248.

Vest Financial first reported a position in BMI in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Vest Financial held 37,471 shares of Badger Meter worth $5.56M as of Q2 2026.
  • Vest Financial bought 15,455 Badger Meter shares in Q2 2026, an estimated $2.02M.
  • Badger Meter made up 0.06% of Vest Financial's portfolio in Q2 2026, its #248 holding.
  • Vest Financial first reported a position in Badger Meter in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.