UB
BMI icon

Umpqua Bank’s Badger Meter BMI Stock Holding History

Umpqua 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 		$289K Hold
1,949
– – 0.06% 144
2026
Q1 		$297K Sell
1,949
-400
-17% -$62.8K 0.08% 137
2025
Q4 		$410K Hold
2,349
– – 0.11% 122
2025
Q3 		$423K Sell
2,349
-141
-6% -$27.7K 0.12% 119
2025
Q2 		$593K Sell
2,490
-355
-12% -$80.4K 0.18% 103
2025
Q1 		$541K Hold
2,845
– – 0.19% 102
2024
Q4 		$597K Sell
2,845
-562
-16% -$122K 0.21% 97
2024
Q3 		$744K Hold
3,407
– – 0.27% 85
2024
Q2 		$635K Sell
3,407
-1,100
-24% -$201K 0.25% 88
2024
Q1 		$729K Buy
+4,507
New +$692K 0.3% 80

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Umpqua Bank's BMI Position: Q2 2026 in Review

Umpqua Bank held its Badger Meter (BMI) position steady in Q2 2026 at 1,949 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #144.

Umpqua Bank first reported a position in BMI in Q1 2024 and has held it in 10 quarters since. The position peaked at $744K in Q3 2024. 474 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

  • Umpqua Bank held 1,949 shares of Badger Meter worth $289K as of Q2 2026.
  • Umpqua Bank left its Badger Meter share count unchanged in Q2 2026.
  • Badger Meter made up 0.06% of Umpqua Bank's portfolio in Q2 2026, its #144 holding.
  • Umpqua Bank first reported a position in Badger Meter in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Badger Meter position peaked at $744K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.