RFP
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Root Financial Partners’s Badger Meter BMI Stock Holding History

Root Financial Partners’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 		$7.92K Sell
52
-12
-19% -$1.88K ﹤0.01% 1768
2025
Q4 		$11.2K Buy
64
+18
+39% +$3.24K ﹤0.01% 1456
2025
Q3 		$8.21K Buy
+46
New +$9.05K ﹤0.01% 1531

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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

Root Financial Partners's BMI Position: Q1 2026 in Review

Root Financial Partners reduced its Badger Meter (BMI) stake by 19% in Q1 2026, selling an estimated $1.88K and leaving 52 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Root Financial Partners first reported a position in BMI in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.2K in Q4 2025. 473 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

  • Root Financial Partners held 52 shares of Badger Meter worth $7.92K as of Q1 2026.
  • Root Financial Partners sold 12 Badger Meter shares in Q1 2026, an estimated $1.88K.
  • Badger Meter made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1768 holding.
  • Root Financial Partners first reported a position in Badger Meter in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Badger Meter position peaked at $11.2K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.