SMF
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Scott Marsh Financial’s Badger Meter BMI Stock Holding History

Scott Marsh 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
2025
Q2 		$934K Buy
+3,811
New +$863K 0.35% 94

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Scott Marsh Financial's BMI Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Badger Meter (BMI) in Q2 2025: 3,811 shares worth $934K. The stake represents 0.35% of the portfolio and ranks #94 among its holdings.

535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • Scott Marsh Financial held 3,811 shares of Badger Meter worth $934K as of Q2 2025.
  • Badger Meter was a new Scott Marsh Financial position in Q2 2025.
  • Badger Meter made up 0.35% of Scott Marsh Financial's portfolio in Q2 2025, its #94 holding.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.