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 Q2	$196K	Sell	1,320 -128	-9%	-$16.8K	﹤0.01%	739
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UMB Bank's BMI Position: Q2 2026 in Review

UMB Bank reduced its Badger Meter (BMI) stake by 8.8% in Q2 2026, selling an estimated $16.8K and leaving 1,320 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

UMB Bank first reported a position in BMI in Q4 2021 and has held it in 19 quarters since. The position peaked at $254K in Q4 2025. 480 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

UMB Bank held 1,320 shares of Badger Meter worth $196K as of Q2 2026.
UMB Bank sold 128 Badger Meter shares in Q2 2026, an estimated $16.8K.
Badger Meter made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #739 holding.
UMB Bank first reported a position in Badger Meter in Q4 2021 and has held it in 19 quarters since.
UMB Bank's Badger Meter position peaked at $254K in Q4 2025.
480 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.