CFA
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Collaborative Fund Advisors’s Badger Meter BMI Stock Holding History

Collaborative Fund Advisors’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 		$574K Buy
+3,867
New +$506K 0.33% 79

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

Collaborative Fund Advisors's BMI Position: Q2 2026 in Review

Collaborative Fund Advisors opened a new position in Badger Meter (BMI) in Q2 2026: 3,867 shares worth $574K. The stake represents 0.33% of the portfolio and ranks #79 among its holdings.

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

  • Collaborative Fund Advisors held 3,867 shares of Badger Meter worth $574K as of Q2 2026.
  • Badger Meter was a new Collaborative Fund Advisors position in Q2 2026.
  • Badger Meter made up 0.33% of Collaborative Fund Advisors's portfolio in Q2 2026, its #79 holding.
  • 476 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Collaborative Fund Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.