Mackenzie Financial
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Mackenzie Financial’s Badger Meter BMI Stock Holding History

Mackenzie 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
2026
Q1 		– Sell
-1,861
Closed -$331K – 1466
2025
Q4 		$331K Sell
1,861
-23
-1% -$4.14K ﹤0.01% 1342
2025
Q3 		$336K Buy
1,884
+115
+7% +$22.6K ﹤0.01% 1372
2025
Q2 		$433K Hold
1,769
– – ﹤0.01% 1279
2025
Q1 		$337K Buy
1,769
+196
+12% +$40.9K ﹤0.01% 1342
2024
Q4 		$334K Sell
1,573
-189
-11% -$41.2K ﹤0.01% 1338
2024
Q3 		$385K Sell
1,762
-36
-2% -$7.21K ﹤0.01% 1091
2024
Q2 		$335K Sell
1,798
-7
-0.4% -$1.28K ﹤0.01% 1124
2024
Q1 		$292K Hold
1,805
– – ﹤0.01% 1184
2023
Q4 		$279K Hold
1,805
– – ﹤0.01% 1184
2023
Q3 		$257K Sell
1,805
-14
-0.8% -$2.21K ﹤0.01% 1192
2023
Q2 		$267K Hold
1,819
– – ﹤0.01% 1209
2023
Q1 		$222K Buy
+1,819
New +$213K ﹤0.01% 1309

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mackenzie Financial's BMI Position: Q1 2026 in Review

Mackenzie Financial sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 1,861 shares — an estimated $331K sold.

Mackenzie Financial first reported a position in BMI in Q1 2023 and held it in 12 quarters. The position peaked at $433K in Q2 2025. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Mackenzie Financial reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 1,861 Badger Meter shares in Q1 2026, an estimated $331K.
  • Mackenzie Financial first reported a position in Badger Meter in Q1 2023 and held it in 12 quarters.
  • Mackenzie Financial's Badger Meter position peaked at $433K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.