PI
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PFG Investments’s Badger Meter BMI Stock Holding History

PFG Investments’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 		$276K Sell
1,859
-37
-2% -$4.84K 0.01% 986
2026
Q1 		$289K Buy
1,896
+5
+0.3% +$785 0.01% 875
2025
Q4 		$330K Buy
1,891
+4
+0.2% +$720 0.02% 760
2025
Q3 		$337K Sell
1,887
-73
-4% -$14.4K 0.02% 729
2025
Q2 		$480K Sell
1,960
-53
-3% -$12K 0.03% 543
2025
Q1 		$383K Sell
2,013
-246
-11% -$51.3K 0.02% 604
2024
Q4 		$479K Buy
2,259
+17
+0.8% +$3.7K 0.03% 512
2024
Q3 		$490K Buy
2,242
+3
+0.1% +$601 0.03% 509
2024
Q2 		$417K Buy
2,239
+2
+0.1% +$365 0.03% 523
2024
Q1 		$362K Buy
2,237
+168
+8% +$25.8K 0.02% 662
2023
Q4 		$319K Buy
2,069
+3
+0.1% +$437 0.06% 335
2023
Q3 		$297K Buy
2,066
+2
+0.1% +$316 0.06% 353
2023
Q2 		$305K Sell
2,064
-23
-1% -$3.17K 0.05% 367
2023
Q1 		$254K Buy
+2,087
New +$244K 0.05% 384

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

PFG Investments's BMI Position: Q2 2026 in Review

PFG Investments reduced its Badger Meter (BMI) stake by 2% in Q2 2026, selling an estimated $4.84K and leaving 1,859 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #986.

PFG Investments first reported a position in BMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $490K in Q3 2024. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • PFG Investments held 1,859 shares of Badger Meter worth $276K as of Q2 2026.
  • PFG Investments sold 37 Badger Meter shares in Q2 2026, an estimated $4.84K.
  • Badger Meter made up 0.01% of PFG Investments's portfolio in Q2 2026, its #986 holding.
  • PFG Investments first reported a position in Badger Meter in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Badger Meter position peaked at $490K in Q3 2024.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.