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BFC Planning, Inc.’s Badger Meter BMI Stock Holding History

BFC Planning, Inc.’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 		$10.5K Hold
71
– – ﹤0.01% 2345
2026
Q1 		$10.8K Buy
71
+9
+15% +$1.41K ﹤0.01% 2007
2025
Q4 		$10.8K Hold
62
– – ﹤0.01% 2039
2025
Q3 		$11.1K Hold
62
– – ﹤0.01% 1867
2025
Q2 		$15.2K Buy
62
+8
+15% +$1.81K ﹤0.01% 1621
2025
Q1 		$10.3K Hold
54
– – ﹤0.01% 1757
2024
Q4 		$11.5K Buy
+54
New +$11.8K ﹤0.01% 1710

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s BMI Position: Q2 2026 in Review

BFC Planning, Inc. held its Badger Meter (BMI) position steady in Q2 2026 at 71 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2345.

BFC Planning, Inc. first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q2 2025. 484 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • BFC Planning, Inc. held 71 shares of Badger Meter worth $10.5K as of Q2 2026.
  • BFC Planning, Inc. left its Badger Meter share count unchanged in Q2 2026.
  • Badger Meter made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2345 holding.
  • BFC Planning, Inc. first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Badger Meter position peaked at $15.2K in Q2 2025.
  • 484 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.