AAS
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Annex Advisory Services’s Badger Meter BMI Stock Holding History

Annex Advisory Services’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 		$1.97M Buy
13,301
+600
+5% +$78.5K 0.03% 158
2026
Q1 		$1.93M Sell
12,701
-99
-0.8% -$15.5K 0.04% 155
2025
Q4 		$2.23M Sell
12,800
-39
-0.3% -$7.02K 0.04% 148
2025
Q3 		$2.29M Buy
12,839
+1
+0% +$197 0.05% 125
2025
Q2 		$3.14M Sell
12,838
-50
-0.4% -$11.3K 0.08% 110
2025
Q1 		$2.45M Sell
12,888
-47
-0.4% -$9.81K 0.07% 113
2024
Q4 		$2.74M Buy
12,935
+12,001
+1,285% +$2.61M 0.08% 107
2024
Q3 		$204K Buy
+934
New +$187K 0.01% 277
2021
Q1 		– Sell
-3,760
Closed -$354K – 203
2020
Q4 		$354K Buy
+3,760
New +$300K 0.03% 142

Other funds holding BMI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
CAG
Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Annex Advisory Services's BMI Position: Q2 2026 in Review

Annex Advisory Services increased its Badger Meter (BMI) stake by 4.7% in Q2 2026, buying an estimated $78.5K and bringing the position to 13,301 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #158.

Annex Advisory Services first reported a position in BMI in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.14M in Q2 2025. 46 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Annex Advisory Services held 13,301 shares of Badger Meter worth $1.97M as of Q2 2026.
  • Annex Advisory Services bought 600 Badger Meter shares in Q2 2026, an estimated $78.5K.
  • Badger Meter made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #158 holding.
  • Annex Advisory Services first reported a position in Badger Meter in Q4 2020 and has held it in 9 quarters since.
  • Annex Advisory Services's Badger Meter position peaked at $3.14M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.