PF
BMI icon

Phoenix Financial’s Badger Meter BMI Stock Holding History

Phoenix 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
Q1 		– Sell
-1,521
Closed -$323K – 377
2024
Q4 		$323K Sell
1,521
-73
-5% -$15.9K ﹤0.01% 304
2024
Q3 		$349K Buy
1,594
+305
+24% +$61.1K 0.01% 280
2024
Q2 		$240K Sell
1,289
-513
-28% -$93.7K ﹤0.01% 308
2024
Q1 		$291K Buy
1,802
+32
+2% +$4.92K ﹤0.01% 330
2023
Q4 		$275K Sell
1,770
-118
-6% -$17.2K ﹤0.01% 277
2023
Q3 		$295K Buy
+1,888
New +$298K 0.01% 286
2023
Q2 		– Sell
-2,276
Closed -$270K – 329
2023
Q1 		$270K Sell
2,276
-449
-16% -$52.5K 0.01% 248
2022
Q4 		$302K Sell
2,725
-161
-6% -$17.5K 0.01% 245
2022
Q3 		$274K Sell
2,886
-41
-1% -$3.8K 0.01% 291
2022
Q2 		$231K Sell
2,927
-234
-7% -$19.3K ﹤0.01% 345
2022
Q1 		$317K Sell
3,161
-610
-16% -$59.8K 0.01% 331
2021
Q4 		$397K Sell
3,771
-248
-6% -$26.1K 0.01% 304
2021
Q3 		$426K Buy
+4,019
New +$411K 0.01% 337
2021
Q2 		– Sell
-2,572
Closed -$242K – 316
2021
Q1 		$242K Buy
2,572
+37
+1% +$3.73K 0.01% 364
2020
Q4 		$236K Buy
+2,535
New +$202K 0.01% 330

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Phoenix Financial's BMI Position: Q1 2025 in Review

Phoenix Financial sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,521 shares — an estimated $323K sold.

Phoenix Financial first reported a position in BMI in Q4 2020 and held it in 15 quarters. The position peaked at $426K in Q3 2021. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • Phoenix Financial reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • Phoenix Financial sold 1,521 Badger Meter shares in Q1 2025, an estimated $323K.
  • Phoenix Financial first reported a position in Badger Meter in Q4 2020 and held it in 15 quarters.
  • Phoenix Financial's Badger Meter position peaked at $426K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Phoenix Financial's 13F filing for Q1 2025, filed 7 May 2025.