Creative Financial Designs’s Badger Meter BMI Stock Holding History

Creative Financial Designs’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	$742	Hold	5	–	–	﹤0.01%	2089
2026 Q1	$762	Hold	5	–	–	﹤0.01%	1944
2025 Q4	$872	Sell	5 -4	-44%	-$720	﹤0.01%	1819
2025 Q3	$1.61K	Hold	9	–	–	﹤0.01%	1723
2025 Q2	$2.21K	Buy	9 +4	+80%	+$906	﹤0.01%	1668
2025 Q1	$951	Sell	5 -6	-55%	-$1.25K	﹤0.01%	1786
2024 Q4	$2.33K	Buy	+11	New	+$2.4K	﹤0.01%	1562
2024 Q2	–	Sell	-16	Closed	-$2.59K	–	1650
2024 Q1	$2.59K	Hold	16	–	–	﹤0.01%	1447
2023 Q4	$2.47K	Hold	16	–	–	﹤0.01%	1394
2023 Q3	$2.3K	Hold	16	–	–	﹤0.01%	1322
2023 Q2	$2.36K	Buy	+16	New	+$2.2K	﹤0.01%	1292
2021 Q1	–	Sell	-1	Closed	–	–	1304
2020 Q4	$0	Hold	1	–	–	﹤0.01%	1228
2020 Q3	$0	Hold	1	–	–	﹤0.01%	1210
2020 Q2	$0	Hold	1	–	–	﹤0.01%	1148
2020 Q1	$0	Buy	+1	New	+$61	﹤0.01%	477

Other funds holding BMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Creative Financial Designs's BMI Position: Q2 2026 in Review

Creative Financial Designs held its Badger Meter (BMI) position steady in Q2 2026 at 5 shares worth $742. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

Creative Financial Designs first reported a position in BMI in Q1 2020 and has held it in 15 quarters since. The position peaked at $2.59K in Q1 2024. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Creative Financial Designs held 5 shares of Badger Meter worth $742 as of Q2 2026.
Creative Financial Designs left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2089 holding.
Creative Financial Designs first reported a position in Badger Meter in Q1 2020 and has held it in 15 quarters since.
Creative Financial Designs's Badger Meter position peaked at $2.59K in Q1 2024.
479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.