Jones Financial Companies
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Jones Financial Companies’s Badger Meter BMI Stock Holding History

Jones Financial Companies’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 		$1.38M Sell
9,810
-30,818
-76% -$4.03M ﹤0.01% 1729
2026
Q1 		$5.92M Buy
40,628
+35,970
+772% +$5.65M ﹤0.01% 1014
2025
Q4 		$812K Buy
4,658
+880
+23% +$158K ﹤0.01% 1317
2025
Q3 		$667K Sell
3,778
-89
-2% -$17.5K ﹤0.01% 1277
2025
Q2 		$951K Buy
3,867
+743
+24% +$168K ﹤0.01% 1022
2025
Q1 		$594K Buy
3,124
+903
+41% +$188K ﹤0.01% 1049
2024
Q4 		$471K Buy
2,221
+1,875
+542% +$408K ﹤0.01% 1024
2024
Q3 		$75.1K Buy
346
+79
+30% +$15.8K ﹤0.01% 1498
2024
Q2 		$49.8K Buy
267
+200
+299% +$36.5K ﹤0.01% 1253
2024
Q1 		$10.8K Buy
67
+51
+319% +$7.83K ﹤0.01% 1053
2023
Q4 		$2.47K Buy
+16
New +$2.33K ﹤0.01% 883
2023
Q1 		– Sell
-36
Closed -$4K – 599
2022
Q4 		$4K Buy
+36
New +$3.91K ﹤0.01% 558
2021
Q2 		– Sell
-30
Closed -$3K – 641
2021
Q1 		$3K Buy
30
+4
+15% +$403 ﹤0.01% 696
2020
Q4 		$2K Buy
+26
New +$2.08K ﹤0.01% 590

Other funds holding BMI

BlackRock
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Vanguard Portfolio Management
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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 $1.88T AUM 44.46% 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 $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's BMI Position: Q2 2026 in Review

Jones Financial Companies reduced its Badger Meter (BMI) stake by 76% in Q2 2026, selling an estimated $4.03M and leaving 9,810 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

Jones Financial Companies first reported a position in BMI in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.92M in Q1 2026. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Jones Financial Companies held 9,810 shares of Badger Meter worth $1.38M as of Q2 2026.
  • Jones Financial Companies sold 30,818 Badger Meter shares in Q2 2026, an estimated $4.03M.
  • Badger Meter made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1729 holding.
  • Jones Financial Companies first reported a position in Badger Meter in Q4 2020 and has held it in 14 quarters since.
  • Jones Financial Companies's Badger Meter position peaked at $5.92M in Q1 2026.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.