Clayton Financial Group’s Badger Meter BMI Stock Holding History

Clayton Financial Group’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 Q4	–	Sell	-9	Closed	-$1.61K	–	607
2025 Q3	$1.61K	Buy	+9	New	+$1.77K	﹤0.01%	260

Other funds holding BMI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Clayton Financial Group's BMI Position: Q4 2025 in Review

Clayton Financial Group sold out of Badger Meter (BMI) in Q4 2025, closing a stake of 9 shares — an estimated $1.61K sold.

Clayton Financial Group first reported a position in BMI in Q3 2025 and held it in 1 quarter. The position peaked at $1.61K in Q3 2025. 486 funds tracked by Wall St. Rank hold BMI as of Q4 2025.

Clayton Financial Group reported no remaining Badger Meter position as of Q4 2025 after selling out during the quarter.
Clayton Financial Group sold 9 Badger Meter shares in Q4 2025, an estimated $1.61K.
Clayton Financial Group first reported a position in Badger Meter in Q3 2025 and held it in 1 quarter.
Clayton Financial Group's Badger Meter position peaked at $1.61K in Q3 2025.
486 funds tracked by Wall St. Rank held Badger Meter as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.