Action Point Financial Planning’s Badger Meter BMI Stock Holding History

Action Point Financial Planning’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	$2.97K	Buy	+23	New	+$3.01K	﹤0.01%	2063

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's BMI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Badger Meter (BMI) in Q2 2026: 23 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #2063 among its holdings.

476 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Action Point Financial Planning held 23 shares of Badger Meter worth $2.97K as of Q2 2026.
Badger Meter was a new Action Point Financial Planning position in Q2 2026.
Badger Meter made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2063 holding.
476 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.