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TFC Financial Management’s Badger Meter BMI Stock Holding History

TFC Financial Management’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 		– Sell
-1
Closed -$153 – 1041
2026
Q1 		$153 Hold
1
– – ﹤0.01% 817
2025
Q4 		$175 Hold
1
– – ﹤0.01% 792
2025
Q3 		$179 Hold
1
– – ﹤0.01% 812
2025
Q2 		$245 Hold
1
– – ﹤0.01% 751
2025
Q1 		$191 Hold
1
– – ﹤0.01% 734
2024
Q4 		$213 Hold
1
– – ﹤0.01% 730
2024
Q3 		$219 Hold
1
– – ﹤0.01% 736
2024
Q2 		$187 Buy
+1
New +$183 ﹤0.01% 729

Other funds holding BMI

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TFC Financial Management's BMI Position: Q2 2026 in Review

TFC Financial Management sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 1 share — an estimated $153 sold.

TFC Financial Management first reported a position in BMI in Q2 2024 and held it in 8 quarters. The position peaked at $245 in Q2 2025. 188 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • TFC Financial Management reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Badger Meter share in Q2 2026, an estimated $153.
  • TFC Financial Management first reported a position in Badger Meter in Q2 2024 and held it in 8 quarters.
  • TFC Financial Management's Badger Meter position peaked at $245 in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.