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
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

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