AF
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Allworth Financial’s Badger Meter BMI Stock Holding History

Allworth 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 		$46.1K Buy
311
+62
+25% +$8.11K ﹤0.01% 2564
2026
Q1 		$37.9K Buy
249
+99
+66% +$15.5K ﹤0.01% 2534
2025
Q4 		$26.2K Buy
150
+17
+13% +$3.06K ﹤0.01% 2630
2025
Q3 		$23.8K Sell
133
-13
-9% -$2.56K ﹤0.01% 2591
2025
Q2 		$35.8K Sell
146
-7
-5% -$1.59K ﹤0.01% 2152
2025
Q1 		$33.3K Sell
153
-6
-4% -$1.25K ﹤0.01% 1764
2024
Q4 		$34.7K Sell
159
-38
-19% -$8.28K ﹤0.01% 1768
2024
Q3 		$43K Buy
197
+3
+2% +$601 ﹤0.01% 1475
2024
Q2 		$37K Sell
194
-60
-24% -$11K ﹤0.01% 1525
2024
Q1 		$41.1K Buy
254
+188
+285% +$28.9K ﹤0.01% 1382
2023
Q4 		$10.2K Buy
66
+24
+57% +$3.5K ﹤0.01% 1973
2023
Q3 		$6.04K Buy
42
+34
+425% +$5.37K ﹤0.01% 2033
2023
Q2 		$1.18K Hold
8
– – ﹤0.01% 2675
2023
Q1 		$975 Hold
8
– – ﹤0.01% 2679
2022
Q4 		$872 Hold
8
– – ﹤0.01% 2517
2022
Q3 		$1K Buy
8
+3
+60% +$278 ﹤0.01% 2319
2022
Q2 		$0 Buy
+5
New +$413 ﹤0.01% 2409

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

Allworth Financial's BMI Position: Q2 2026 in Review

Allworth Financial increased its Badger Meter (BMI) stake by 25% in Q2 2026, buying an estimated $8.11K and bringing the position to 311 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Allworth Financial first reported a position in BMI in Q2 2022 and has held it in 17 quarters since. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Allworth Financial held 311 shares of Badger Meter worth $46.1K as of Q2 2026.
  • Allworth Financial bought 62 Badger Meter shares in Q2 2026, an estimated $8.11K.
  • Badger Meter made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2564 holding.
  • Allworth Financial first reported a position in Badger Meter in Q2 2022 and has held it in 17 quarters since.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.