Yorktown Management & Research Company’s Badger Meter BMI Stock Holding History

Yorktown Management & Research Company’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	–	Sell	-1,650	Closed	-$251K	–	255
2026 Q1	$251K	Hold	1,650	–	–	0.21%	186
2025 Q4	$288K	Hold	1,650	–	–	0.23%	181
2025 Q3	$295K	Hold	1,650	–	–	0.23%	175
2025 Q2	$404K	Hold	1,650	–	–	0.39%	112
2025 Q1	$314K	Hold	1,650	–	–	0.34%	138
2024 Q4	$350K	Hold	1,650	–	–	0.34%	144
2024 Q3	$360K	Hold	1,650	–	–	0.37%	133
2024 Q2	$307K	Hold	1,650	–	–	0.33%	150
2024 Q1	$267K	Buy	+1,650	New	+$253K	0.25%	193

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BTW

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Yorktown Management & Research Company's BMI Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Badger Meter (BMI) in Q2 2026, closing a stake of 1,650 shares — an estimated $251K sold.

Yorktown Management & Research Company first reported a position in BMI in Q1 2024 and held it in 9 quarters. The position peaked at $404K in Q2 2025. 252 funds tracked by Wall St. Rank hold BMI as of Q2 2026.

Yorktown Management & Research Company reported no remaining Badger Meter position as of Q2 2026 after selling out during the quarter.
Yorktown Management & Research Company sold 1,650 Badger Meter shares in Q2 2026, an estimated $251K.
Yorktown Management & Research Company first reported a position in Badger Meter in Q1 2024 and held it in 9 quarters.
Yorktown Management & Research Company's Badger Meter position peaked at $404K in Q2 2025.
252 funds tracked by Wall St. Rank held Badger Meter as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.