626 Financial’s Badger Meter BMI Stock Holding History

626 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
2025 Q3	–	Sell	-880	Closed	-$216K	–	118
2025 Q2	$216K	Buy	+880	New	+$199K	0.1%	104
2024 Q4	–	Sell	-1,011	Closed	-$221K	–	112
2024 Q3	$221K	Buy	+1,011	New	+$203K	0.12%	101

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

626 Financial's BMI Position: Q3 2025 in Review

626 Financial sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 880 shares — an estimated $216K sold.

626 Financial first reported a position in BMI in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

626 Financial reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
626 Financial sold 880 Badger Meter shares in Q3 2025, an estimated $216K.
626 Financial first reported a position in Badger Meter in Q3 2024 and held it in 2 quarters.
626 Financial's Badger Meter position peaked at $221K in Q3 2024.
477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on 626 Financial's 13F filing for Q3 2025, filed 7 Nov 2025.