CFFP
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Center for Financial Planning’s Badger Meter BMI Stock Holding History

Center for 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
2025
Q3 		– Sell
-7
Closed -$1.72K – 666
2025
Q2 		$1.72K Hold
7
– – ﹤0.01% 571
2025
Q1 		$1.33K Hold
7
– – ﹤0.01% 619
2024
Q4 		$1.49K Buy
+7
New +$1.52K ﹤0.01% 566

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Center for Financial Planning's BMI Position: Q3 2025 in Review

Center for Financial Planning sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 7 shares — an estimated $1.72K sold.

Center for Financial Planning first reported a position in BMI in Q4 2024 and held it in 3 quarters. The position peaked at $1.72K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Center for Financial Planning reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 7 Badger Meter shares in Q3 2025, an estimated $1.72K.
  • Center for Financial Planning first reported a position in Badger Meter in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Badger Meter position peaked at $1.72K in Q2 2025.
  • 477 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.