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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
Q2 		$210K Buy
1,418
+73
+5% +$9.55K ﹤0.01% 1497
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 $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

Principal Securities's BMI Position: Q2 2026 in Review

Principal Securities increased its Badger Meter (BMI) stake by 5.4% in Q2 2026, buying an estimated $9.55K and bringing the position to 1,418 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Principal Securities first reported a position in BMI in Q4 2023 and has held it in 11 quarters since. The position peaked at $244K in Q4 2025. 479 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Principal Securities held 1,418 shares of Badger Meter worth $210K as of Q2 2026.
  • Principal Securities bought 73 Badger Meter shares in Q2 2026, an estimated $9.55K.
  • Badger Meter made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1497 holding.
  • Principal Securities first reported a position in Badger Meter in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Badger Meter position peaked at $244K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.