UMB Bank’s Badger Meter BMI Stock Holding History

UMB Bank’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	$221K	Sell	1,448 -6	-0.4%	-$942	﹤0.01%	660
2025 Q4	$254K	Buy	1,454 +1,360	+1,447%	+$245K	﹤0.01%	625
2025 Q3	$16.8K	Sell	94 -31	-25%	-$6.1K	﹤0.01%	1501
2025 Q2	$30.6K	Buy	125 +6	+5%	+$1.36K	﹤0.01%	1258
2025 Q1	$22.6K	Buy	119 +52	+78%	+$10.9K	﹤0.01%	1291
2024 Q4	$14.2K	Hold	67	–	–	﹤0.01%	1371
2024 Q3	$14.6K	Buy	67 +35	+109%	+$7.01K	﹤0.01%	1343
2024 Q2	$5.96K	Sell	32 -780	-96%	-$142K	﹤0.01%	1381
2024 Q1	$131K	Buy	812 +12	+2%	+$1.84K	﹤0.01%	644
2023 Q4	$123K	Hold	800	–	–	﹤0.01%	664
2023 Q3	$115K	Hold	800	–	–	﹤0.01%	671
2023 Q2	$118K	Hold	800	–	–	﹤0.01%	671
2023 Q1	$97.5K	Hold	800	–	–	﹤0.01%	703
2022 Q4	$87K	Hold	800	–	–	﹤0.01%	729
2022 Q3	$74K	Hold	800	–	–	﹤0.01%	781
2022 Q2	$65K	Hold	800	–	–	﹤0.01%	841
2022 Q1	$80K	Hold	800	–	–	﹤0.01%	820
2021 Q4	$85K	Buy	+800	New	+$84.3K	﹤0.01%	840

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

UMB Bank's BMI Position: Q1 2026 in Review

UMB Bank reduced its Badger Meter (BMI) stake by 0.41% in Q1 2026, selling an estimated $942 and leaving 1,448 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #660.

UMB Bank first reported a position in BMI in Q4 2021 and has held it in 18 quarters since. The position peaked at $254K in Q4 2025. 472 funds tracked by Wall St. Rank hold BMI as of Q1 2026.

UMB Bank held 1,448 shares of Badger Meter worth $221K as of Q1 2026.
UMB Bank sold 6 Badger Meter shares in Q1 2026, an estimated $942.
Badger Meter made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #660 holding.
UMB Bank first reported a position in Badger Meter in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Badger Meter position peaked at $254K in Q4 2025.
472 funds tracked by Wall St. Rank held Badger Meter as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.