SageView Advisory Group’s Badger Meter BMI Stock Holding History

SageView Advisory 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 Q1	–	Sell	-4	Closed	-$698	–	819
2025 Q4	$698	Buy	+4	New	+$720	﹤0.01%	2411

Other funds holding BMI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's BMI Position: Q1 2026 in Review

SageView Advisory Group sold out of Badger Meter (BMI) in Q1 2026, closing a stake of 4 shares — an estimated $698 sold.

SageView Advisory Group first reported a position in BMI in Q4 2025 and held it in 1 quarter. The position peaked at $698 in Q4 2025. 474 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

SageView Advisory Group reported no remaining Badger Meter position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 4 Badger Meter shares in Q1 2026, an estimated $698.
SageView Advisory Group first reported a position in Badger Meter in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Badger Meter position peaked at $698 in Q4 2025.
474 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.