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Larson Financial Group’s Badger Meter BMI Stock Holding History

Larson Financial Group’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 		– Sell
-12
Closed -$2.09K – 3652
2025
Q4 		$2.09K Sell
12
-38
-76% -$6.84K ﹤0.01% 2767
2025
Q3 		$8.93K Sell
50
-15
-23% -$2.95K ﹤0.01% 2070
2025
Q2 		$15.9K Buy
65
+61
+1,525% +$13.8K ﹤0.01% 1585
2025
Q1 		$761 Sell
4
-10
-71% -$2.09K ﹤0.01% 2463
2024
Q4 		$2.97K Buy
14
+10
+250% +$2.18K ﹤0.01% 1792
2024
Q3 		$874 Hold
4
– – ﹤0.01% 2013
2024
Q2 		$745 Buy
+4
New +$730 ﹤0.01% 1766
2023
Q3 		– Sell
-33
Closed -$4.87K – 1715
2023
Q2 		$4.87K Buy
+33
New +$4.54K ﹤0.01% 1112

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Larson Financial Group's BMI Position: Q1 2026 in Review

Larson Financial Group sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 12 shares — an estimated $2.09K sold.

Larson Financial Group first reported a position in BMI in Q2 2023 and held it in 8 quarters. The position peaked at $15.9K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Larson Financial Group reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 12 Badger Meter shares in Q1 2026, an estimated $2.09K.
  • Larson Financial Group first reported a position in Badger Meter in Q2 2023 and held it in 8 quarters.
  • Larson Financial Group's Badger Meter position peaked at $15.9K in Q2 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.