GFPC
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Global Financial Private Client’s Badger Meter BMI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-4
Closed -$761 – 390
2025
Q1 		$761 Buy
4
+3
+300% +$626 ﹤0.01% 1140
2024
Q4 		$212 Buy
+1
New +$218 ﹤0.01% 1243

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global Financial Private Client's BMI Position: Q2 2025 in Review

Global Financial Private Client sold out of Badger Meter (BMI) in Q2 2025, closing a stake of 4 shares — an estimated $761 sold.

Global Financial Private Client first reported a position in BMI in Q4 2024 and held it in 2 quarters. The position peaked at $761 in Q1 2025. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • Global Financial Private Client reported no remaining Badger Meter position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Badger Meter shares in Q2 2025, an estimated $761.
  • Global Financial Private Client first reported a position in Badger Meter in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Badger Meter position peaked at $761 in Q1 2025.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.