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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
Q2 		$423K Buy
2,853
+1,455
+104% +$190K 0.06% 292
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 $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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal CFO Solutions's BMI Position: Q2 2026 in Review

Personal CFO Solutions increased its Badger Meter (BMI) stake by 104% in Q2 2026, buying an estimated $190K and bringing the position to 2,853 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #292.

Personal CFO Solutions first reported a position in BMI in Q4 2020 and has held it in 5 quarters since. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Personal CFO Solutions held 2,853 shares of Badger Meter worth $423K as of Q2 2026.
  • Personal CFO Solutions bought 1,455 Badger Meter shares in Q2 2026, an estimated $190K.
  • Badger Meter made up 0.06% of Personal CFO Solutions's portfolio in Q2 2026, its #292 holding.
  • Personal CFO Solutions first reported a position in Badger Meter in Q4 2020 and has held it in 5 quarters since.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.