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Principal Securities’s Badger Meter BMI Stock Holding History

Principal Securities’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 		$205K Sell
1,345
-55
-4% -$8.63K ﹤0.01% 1378
2025
Q4 		$244K Buy
1,400
+33
+2% +$5.94K ﹤0.01% 1227
2025
Q3 		$244K Buy
1,367
+1,146
+519% +$225K ﹤0.01% 1200
2025
Q2 		$54.1K Buy
221
+42
+23% +$9.51K ﹤0.01% 1826
2025
Q1 		$38K Hold
179
– – ﹤0.01% 1877
2024
Q4 		$38K Buy
179
+172
+2,457% +$37.5K ﹤0.01% 1874
2024
Q3 		$1.53K Hold
7
– – ﹤0.01% 3028
2024
Q2 		$1.3K Sell
7
-4
-36% -$730 ﹤0.01% 3011
2024
Q1 		$1.78K Hold
11
– – ﹤0.01% 2902
2023
Q4 		$1.7K Buy
+11
New +$1.6K ﹤0.01% 2852

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

Principal Securities's BMI Position: Q1 2026 in Review

Principal Securities reduced its Badger Meter (BMI) stake by 3.9% in Q1 2026, selling an estimated $8.63K and leaving 1,345 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Principal Securities first reported a position in BMI in Q4 2023 and has held it in 10 quarters since. The position peaked at $244K in Q4 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Principal Securities held 1,345 shares of Badger Meter worth $205K as of Q1 2026.
  • Principal Securities sold 55 Badger Meter shares in Q1 2026, an estimated $8.63K.
  • Badger Meter made up ﹤0.01% of Principal Securities's portfolio in Q1 2026, its #1378 holding.
  • Principal Securities first reported a position in Badger Meter in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Badger Meter position peaked at $244K in Q4 2025.
  • 472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.