JFS Wealth Advisors’s Badger Meter BMI Stock Holding History

JFS Wealth Advisors’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	$3.86K	Hold	26	–	–	﹤0.01%	1388
2026 Q1	$3.96K	Buy	26 +1	+4%	+$157	﹤0.01%	1276
2025 Q4	$4.36K	Buy	25 +6	+32%	+$1.08K	﹤0.01%	1297
2025 Q3	$3.39K	Sell	19 -1	-5%	-$197	﹤0.01%	1274
2025 Q2	$4.9K	Hold	20	–	–	﹤0.01%	1096
2025 Q1	$3.81K	Hold	20	–	–	﹤0.01%	1234
2024 Q4	$4.24K	Hold	20	–	–	﹤0.01%	1189
2024 Q3	$4.37K	Buy	20 +1	+5%	+$200	﹤0.01%	1173
2024 Q2	$3.54K	Hold	19	–	–	﹤0.01%	1207
2024 Q1	$3.08K	Hold	19	–	–	﹤0.01%	1289
2023 Q4	$2.93K	Hold	19	–	–	﹤0.01%	1268
2023 Q3	$2.73K	Hold	19	–	–	﹤0.01%	1237
2023 Q2	$2.8K	Hold	19	–	–	﹤0.01%	1256
2023 Q1	$2.31K	Hold	19	–	–	﹤0.01%	1300
2022 Q4	$2.07K	Hold	19	–	–	﹤0.01%	1356
2022 Q3	$2K	Buy	19 +14	+280%	+$1.3K	﹤0.01%	1284
2022 Q2	$0	Sell	5 -9	-64%	-$744	﹤0.01%	1752
2022 Q1	$1K	Buy	14 +8	+133%	+$784	﹤0.01%	1584
2021 Q4	$1K	Buy	+6	New	+$632	﹤0.01%	1272

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

JFS Wealth Advisors's BMI Position: Q2 2026 in Review

JFS Wealth Advisors held its Badger Meter (BMI) position steady in Q2 2026 at 26 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

JFS Wealth Advisors first reported a position in BMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.9K in Q2 2025. 477 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

JFS Wealth Advisors held 26 shares of Badger Meter worth $3.86K as of Q2 2026.
JFS Wealth Advisors left its Badger Meter share count unchanged in Q2 2026.
Badger Meter made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1388 holding.
JFS Wealth Advisors first reported a position in Badger Meter in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Badger Meter position peaked at $4.9K in Q2 2025.
477 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.