Lindbrook Capital’s Badger Meter BMI Stock Holding History

Lindbrook Capital’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 Q1	$10.8K	Buy	57 +4	+8%	+$835	﹤0.01%	1613
2024 Q4	$11.2K	Hold	53	–	–	﹤0.01%	1597
2024 Q3	$11.6K	Hold	53	–	–	﹤0.01%	1588
2024 Q2	$9.88K	Hold	53	–	–	﹤0.01%	1636
2024 Q1	$8.58K	Hold	53	–	–	﹤0.01%	1654
2023 Q4	$8.18K	Buy	53 +27	+104%	+$3.93K	﹤0.01%	1649
2023 Q3	$3.74K	Hold	26	–	–	﹤0.01%	1901
2023 Q2	$3.84K	Hold	26	–	–	﹤0.01%	1917
2023 Q1	$3.17K	Hold	26	–	–	﹤0.01%	2049
2022 Q4	$2.83K	Buy	26 +7	+37%	+$760	﹤0.01%	2079
2022 Q3	$2K	Buy	19 +13	+217%	+$1.21K	﹤0.01%	2001
2022 Q2	$0	Hold	6	–	–	﹤0.01%	2503
2022 Q1	$1K	Buy	+6	New	+$588	﹤0.01%	2178
2021 Q2	–	Sell	-34	Closed	-$3K	–	1916
2021 Q1	$3K	Buy	+34	New	+$3.42K	﹤0.01%	1397

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Lindbrook Capital's BMI Position: Q1 2025 in Review

Lindbrook Capital increased its Badger Meter (BMI) stake by 7.5% in Q1 2025, buying an estimated $835 and bringing the position to 57 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Lindbrook Capital first reported a position in BMI in Q1 2021 and has held it in 14 quarters since. The position peaked at $11.6K in Q3 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

Lindbrook Capital held 57 shares of Badger Meter worth $10.8K as of Q1 2025.
Lindbrook Capital bought 4 Badger Meter shares in Q1 2025, an estimated $835.
Badger Meter made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1613 holding.
Lindbrook Capital first reported a position in Badger Meter in Q1 2021 and has held it in 14 quarters since.
Lindbrook Capital's Badger Meter position peaked at $11.6K in Q3 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.