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Personal CFO Solutions’s Badger Meter BMI Stock Holding History

Personal CFO Solutions’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 		$213K Buy
1,398
+240
+21% +$37.7K 0.03% 492
2025
Q4 		$202K Buy
+1,158
New +$208K 0.03% 496
2021
Q2 		– Sell
-2,254
Closed -$210K – 445
2021
Q1 		$210K Sell
2,254
-340
-13% -$34.2K 0.05% 377
2020
Q4 		$244K Buy
+2,594
New +$207K 0.06% 302

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

Personal CFO Solutions's BMI Position: Q1 2026 in Review

Personal CFO Solutions increased its Badger Meter (BMI) stake by 21% in Q1 2026, buying an estimated $37.7K and bringing the position to 1,398 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #492.

Personal CFO Solutions first reported a position in BMI in Q4 2020 and has held it in 4 quarters since. The position peaked at $244K in Q4 2020. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Personal CFO Solutions held 1,398 shares of Badger Meter worth $213K as of Q1 2026.
  • Personal CFO Solutions bought 240 Badger Meter shares in Q1 2026, an estimated $37.7K.
  • Badger Meter made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #492 holding.
  • Personal CFO Solutions first reported a position in Badger Meter in Q4 2020 and has held it in 4 quarters since.
  • Personal CFO Solutions's Badger Meter position peaked at $244K in Q4 2020.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.