Rossby Financial’s Badger Meter BMI Stock Holding History

Rossby 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	$2.31K	Buy	15 +9	+150%	+$1.41K	﹤0.01%	1770
2025 Q4	$1.05K	Buy	6 +1	+20%	+$180	﹤0.01%	1513
2025 Q3	$883	Buy	+5	New	+$984	﹤0.01%	1305

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

Rossby Financial's BMI Position: Q1 2026 in Review

Rossby Financial increased its Badger Meter (BMI) stake by 150% in Q1 2026, buying an estimated $1.41K and bringing the position to 15 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Rossby Financial first reported a position in BMI in Q3 2025 and has held it in 3 quarters since. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

Rossby Financial held 15 shares of Badger Meter worth $2.31K as of Q1 2026.
Rossby Financial bought 9 Badger Meter shares in Q1 2026, an estimated $1.41K.
Badger Meter made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1770 holding.
Rossby Financial first reported a position in Badger Meter in Q3 2025 and has held it in 3 quarters since.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.