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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 $5.7T 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