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Putney Financial Group’s Badger Meter BMI Stock Holding History

Putney Financial Group’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 		$313K Sell
2,110
-70
-3% -$9.16K 0.28% 56
2026
Q1 		$332K Sell
2,180
-160
-7% -$25.1K 0.33% 59
2025
Q4 		$408K Sell
2,340
-263
-10% -$47.3K 0.38% 43
2025
Q3 		$465K Sell
2,603
-25
-1% -$4.92K 0.46% 35
2025
Q2 		$644K Sell
2,628
-50
-2% -$11.3K 0.65% 26
2025
Q1 		$509K Hold
2,678
– – 0.54% 27
2024
Q4 		$568K Buy
+2,678
New +$583K 0.51% 28

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

Putney Financial Group's BMI Position: Q2 2026 in Review

Putney Financial Group reduced its Badger Meter (BMI) stake by 3.2% in Q2 2026, selling an estimated $9.16K and leaving 2,110 shares worth $313K. The position accounts for 0.28% of the portfolio, ranked #56.

Putney Financial Group first reported a position in BMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $644K in Q2 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Putney Financial Group held 2,110 shares of Badger Meter worth $313K as of Q2 2026.
  • Putney Financial Group sold 70 Badger Meter shares in Q2 2026, an estimated $9.16K.
  • Badger Meter made up 0.28% of Putney Financial Group's portfolio in Q2 2026, its #56 holding.
  • Putney Financial Group first reported a position in Badger Meter in Q4 2024 and has held it in 7 quarters since.
  • Putney Financial Group's Badger Meter position peaked at $644K in Q2 2025.
  • 480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Putney Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.