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Sequoia Financial Advisors’s Badger Meter BMI Stock Holding History

Sequoia Financial Advisors’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
Q2 		$487K Sell
3,279
-359
-10% -$47K ﹤0.01% 1359
2026
Q1 		$554K Sell
3,638
-413
-10% -$64.8K ﹤0.01% 1219
2025
Q4 		$707K Buy
4,051
+398
+11% +$71.7K ﹤0.01% 1078
2025
Q3 		$652K Sell
3,653
-839
-19% -$165K ﹤0.01% 996
2025
Q2 		$1.1M Buy
4,492
+21
+0.5% +$4.76K 0.01% 651
2025
Q1 		$851K Buy
4,471
+2,516
+129% +$525K 0.01% 674
2024
Q4 		$415K Buy
1,955
+34
+2% +$7.4K ﹤0.01% 879
2024
Q3 		$420K Sell
1,921
-43
-2% -$8.62K ﹤0.01% 820
2024
Q2 		$366K Buy
1,964
+28
+1% +$5.11K ﹤0.01% 811
2024
Q1 		$313K Sell
1,936
-50
-3% -$7.68K ﹤0.01% 842
2023
Q4 		$307K Sell
1,986
-48
-2% -$6.99K ﹤0.01% 922
2023
Q3 		$293K Buy
2,034
+108
+6% +$17.1K 0.01% 702
2023
Q2 		$284K Buy
1,926
+263
+16% +$36.2K ﹤0.01% 720
2023
Q1 		$203K Buy
+1,663
New +$194K ﹤0.01% 762

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sequoia Financial Advisors's BMI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Badger Meter (BMI) stake by 9.9% in Q2 2026, selling an estimated $47K and leaving 3,279 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Sequoia Financial Advisors first reported a position in BMI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2025. 481 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Sequoia Financial Advisors held 3,279 shares of Badger Meter worth $487K as of Q2 2026.
  • Sequoia Financial Advisors sold 359 Badger Meter shares in Q2 2026, an estimated $47K.
  • Badger Meter made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1359 holding.
  • Sequoia Financial Advisors first reported a position in Badger Meter in Q1 2023 and has held it in 14 quarters since.
  • Sequoia Financial Advisors's Badger Meter position peaked at $1.1M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.