PSF
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Pacific Sun Financial’s Badger Meter BMI Stock Holding History

Pacific Sun 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
Q3 		– Sell
-1,020
Closed -$250K – 197
2025
Q2 		$250K Buy
+1,020
New +$231K 0.13% 166
2025
Q1 		– Sell
-1,020
Closed -$216K – 181
2024
Q4 		$216K Hold
1,020
– – 0.12% 174
2024
Q3 		$223K Buy
+1,020
New +$204K 0.12% 174

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pacific Sun Financial's BMI Position: Q3 2025 in Review

Pacific Sun Financial sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 1,020 shares — an estimated $250K sold.

Pacific Sun Financial first reported a position in BMI in Q3 2024 and held it in 3 quarters. The position peaked at $250K in Q2 2025. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

  • Pacific Sun Financial reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
  • Pacific Sun Financial sold 1,020 Badger Meter shares in Q3 2025, an estimated $250K.
  • Pacific Sun Financial first reported a position in Badger Meter in Q3 2024 and held it in 3 quarters.
  • Pacific Sun Financial's Badger Meter position peaked at $250K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Pacific Sun Financial's 13F filing for Q3 2025, filed 13 Nov 2025.