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Cypress Advisory Group’s Badger Meter BMI Stock Holding History

Cypress Advisory 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
2026
Q2 		$1.61M Buy
10,843
+3,766
+53% +$493K 1.25% 21
2026
Q1 		$1.08M Buy
+7,077
New +$1.11M 0.82% 37

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Cypress Advisory Group's BMI Position: Q2 2026 in Review

Cypress Advisory Group increased its Badger Meter (BMI) stake by 53% in Q2 2026, buying an estimated $493K and bringing the position to 10,843 shares worth $1.61M. The position accounts for 1.25% of the portfolio, ranked #21.

Cypress Advisory Group first reported a position in BMI in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Cypress Advisory Group held 10,843 shares of Badger Meter worth $1.61M as of Q2 2026.
  • Cypress Advisory Group bought 3,766 Badger Meter shares in Q2 2026, an estimated $493K.
  • Badger Meter made up 1.25% of Cypress Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Cypress Advisory Group first reported a position in Badger Meter in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.