SRH Advisors’s Badger Meter BMI Stock Holding History

SRH 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 Q1	$11K	Hold	72	–	–	﹤0.01%	211
2025 Q4	$12.6K	Hold	72	–	–	﹤0.01%	206
2025 Q3	$12.9K	Hold	72	–	–	﹤0.01%	196
2025 Q2	$17.6K	Hold	72	–	–	0.01%	172
2025 Q1	$13.7K	Hold	72	–	–	﹤0.01%	191
2024 Q4	$15.3K	Hold	72	–	–	﹤0.01%	193
2024 Q3	$15.7K	Hold	72	–	–	﹤0.01%	193
2024 Q2	$13.4K	Hold	72	–	–	﹤0.01%	198
2024 Q1	$11.7K	Hold	72	–	–	﹤0.01%	208
2023 Q4	$11.1K	Hold	72	–	–	﹤0.01%	204
2023 Q3	$10.4K	Hold	72	–	–	0.01%	193
2023 Q2	$8.77K	Hold	72	–	–	﹤0.01%	207
2023 Q1	$9K	Hold	72	–	–	﹤0.01%	201
2022 Q4	$8K	Hold	72	–	–	﹤0.01%	209
2022 Q3	$7K	Hold	72	–	–	0.01%	223
2022 Q2	$6K	Hold	72	–	–	0.01%	231
2022 Q1	$7K	Hold	72	–	–	0.01%	233
2021 Q4	$8K	Hold	72	–	–	0.01%	227
2021 Q3	$7K	Hold	72	–	–	0.01%	225
2021 Q2	$7K	Hold	72	–	–	0.01%	227
2021 Q1	$7K	Hold	72	–	–	0.01%	222
2020 Q4	$7K	Hold	72	–	–	0.01%	214
2020 Q3	$5K	Hold	72	–	–	0.01%	227
2020 Q2	$5K	Hold	72	–	–	0.01%	204
2020 Q1	$4K	Hold	72	–	–	0.01%	203
2019 Q4	$5K	Hold	72	–	–	0.02%	190
2019 Q3	$4K	Hold	72	–	–	0.01%	203
2019 Q2	$4K	Hold	72	–	–	0.01%	213
2019 Q1	$4K	Hold	72	–	–	0.01%	200
2018 Q4	$4K	Hold	72	–	–	0.02%	197
2018 Q3	$4K	Hold	72	–	–	0.01%	222
2018 Q2	$3K	Hold	72	–	–	0.01%	224
2018 Q1	$3K	Hold	72	–	–	0.01%	192
2017 Q4	$3K	Hold	72	–	–	0.01%	187
2017 Q3	$4K	Hold	72	–	–	0.02%	169
2017 Q2	$3K	Hold	72	–	–	0.01%	158
2017 Q1	$3K	Hold	72	–	–	0.01%	159
2016 Q4	$3K	Hold	72	–	–	0.01%	156
2016 Q3	$2K	Hold	72	–	–	0.01%	169
2016 Q2	$3K	Hold	72	–	–	0.02%	151
2016 Q1	$2K	Hold	72	–	–	0.01%	170
2015 Q4	$2K	Hold	72	–	–	0.01%	166
2015 Q3	$2K	Hold	72	–	–	0.01%	173
2015 Q2	$2K	Hold	72	–	–	0.01%	172
2015 Q1	$2K	Hold	72	–	–	0.01%	161
2014 Q4	$2K	Hold	72	–	–	0.01%	159
2014 Q3	$2K	Buy	+72	New	+$1.85K	0.02%	147

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

SRH Advisors's BMI Position: Q1 2026 in Review

SRH Advisors held its Badger Meter (BMI) position steady in Q1 2026 at 72 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

SRH Advisors first reported a position in BMI in Q3 2014 and has held it in 47 quarters since. The position peaked at $17.6K in Q2 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

SRH Advisors held 72 shares of Badger Meter worth $11K as of Q1 2026.
SRH Advisors left its Badger Meter share count unchanged in Q1 2026.
Badger Meter made up ﹤0.01% of SRH Advisors's portfolio in Q1 2026, its #211 holding.
SRH Advisors first reported a position in Badger Meter in Q3 2014 and has held it in 47 quarters since.
SRH Advisors's Badger Meter position peaked at $17.6K in Q2 2025.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.