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TFG Advisers’s Badger Meter BMI Stock Holding History

TFG Advisers’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 		$527K Sell
2,152
-226
-10% -$51.2K 0.18% 130
2025
Q1 		$452K Buy
2,378
+424
+22% +$88.5K 0.16% 140
2024
Q4 		$415K Buy
1,954
+631
+48% +$137K 0.15% 142
2024
Q3 		$289K Buy
+1,323
New +$265K 0.1% 170
2020
Q1 		– Sell
-491
Closed -$31K – 181
2019
Q4 		$31K Buy
+491
New +$29.1K 0.02% 310

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $150B AUM 40.08% 1-Year Est. Return

TFG Advisers's BMI Position: Q2 2025 in Review

TFG Advisers reduced its Badger Meter (BMI) stake by 9.5% in Q2 2025, selling an estimated $51.2K and leaving 2,152 shares worth $527K. The position accounts for 0.18% of the portfolio, ranked #130.

TFG Advisers first reported a position in BMI in Q4 2019 and has held it in 5 quarters since. 535 funds tracked by Wall St. Rank hold BMI as of Q2 2025.

  • TFG Advisers held 2,152 shares of Badger Meter worth $527K as of Q2 2025.
  • TFG Advisers sold 226 Badger Meter shares in Q2 2025, an estimated $51.2K.
  • Badger Meter made up 0.18% of TFG Advisers's portfolio in Q2 2025, its #130 holding.
  • TFG Advisers first reported a position in Badger Meter in Q4 2019 and has held it in 5 quarters since.
  • 535 funds tracked by Wall St. Rank held Badger Meter as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.