Raymond James Financial’s Badger Meter BMI Stock Holding History

Raymond James 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
2026 Q1	$19.2M	Buy	129,117 +8,696	+7%	+$1.36M	0.01%	1503
2025 Q4	$21.4M	Sell	120,421 -165	-0.1%	-$29.7K	0.01%	1394
2025 Q3	$21.5M	Buy	120,586 +30,945	+35%	+$6.09M	0.01%	1361
2025 Q2	$22M	Sell	89,641 -1,495	-2%	-$339K	0.01%	1301
2025 Q1	$17.3M	Sell	91,136 -5,912	-6%	-$1.23M	0.01%	1418
2024 Q4	$20.6M	Buy	+97,048	New	+$21.1M	0.01%	1298

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's BMI Position: Q1 2026 in Review

Raymond James Financial increased its Badger Meter (BMI) stake by 7.2% in Q1 2026, buying an estimated $1.36M and bringing the position to 129,117 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #1503.

Raymond James Financial first reported a position in BMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $22M in Q2 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Raymond James Financial held 129,117 shares of Badger Meter worth $19.2M as of Q1 2026.
Raymond James Financial bought 8,696 Badger Meter shares in Q1 2026, an estimated $1.36M.
Badger Meter made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1503 holding.
Raymond James Financial first reported a position in Badger Meter in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Badger Meter position peaked at $22M in Q2 2025.
473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.