First Citizens Bank & Trust’s Badger Meter BMI Stock Holding History

First Citizens Bank & Trust’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	$596K	Buy	4,020 +305	+8%	+$39.9K	0.01%	432
2026 Q1	$566K	Buy	3,715 +47	+1%	+$7.38K	0.01%	414
2025 Q4	$640K	Sell	3,668 -54	-1%	-$9.72K	0.01%	389
2025 Q3	$665K	Sell	3,722 -179	-5%	-$35.2K	0.01%	373
2025 Q2	$956K	Buy	3,901 +2,588	+197%	+$586K	0.02%	294
2025 Q1	$250K	Buy	+1,313	New	+$274K	0.01%	424

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 $3.38T AUM 44.17% 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

First Citizens Bank & Trust's BMI Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Badger Meter (BMI) stake by 8.2% in Q2 2026, buying an estimated $39.9K and bringing the position to 4,020 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #432.

First Citizens Bank & Trust first reported a position in BMI in Q1 2025 and has held it in 6 quarters since. The position peaked at $956K in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

First Citizens Bank & Trust held 4,020 shares of Badger Meter worth $596K as of Q2 2026.
First Citizens Bank & Trust bought 305 Badger Meter shares in Q2 2026, an estimated $39.9K.
Badger Meter made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #432 holding.
First Citizens Bank & Trust first reported a position in Badger Meter in Q1 2025 and has held it in 6 quarters since.
First Citizens Bank & Trust's Badger Meter position peaked at $956K in Q2 2025.
481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.