JSF Financial’s Badger Meter BMI Stock Holding History

JSF Financial’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	-4,303	Closed	-$819K	–	130
2025 Q1	$819K	Buy	+4,303	New	+$898K	0.22%	71

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

JSF Financial's BMI Position: Q2 2025 in Review

JSF Financial sold out of Badger Meter (BMI) in Q2 2025, closing a stake of 4,303 shares — an estimated $819K sold.

JSF Financial first reported a position in BMI in Q1 2025 and held it in 1 quarter. The position peaked at $819K in Q1 2025. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

JSF Financial reported no remaining Badger Meter position as of Q2 2025 after selling out during the quarter.
JSF Financial sold 4,303 Badger Meter shares in Q2 2025, an estimated $819K.
JSF Financial first reported a position in Badger Meter in Q1 2025 and held it in 1 quarter.
JSF Financial's Badger Meter position peaked at $819K in Q1 2025.
535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on JSF Financial's 13F filing for Q2 2025, filed 22 Jul 2025.