NEW MEXICO EDUCATIONAL RETIREMENT BOARD
PensionPosition in MS — Morgan Stanley
CIK 862469
SANTA FE, NM
Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,502,682
+$3,268,660 QoQ
Shares Held
59,810
+6.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#505
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEW MEXICO EDUCATIONAL RETIREMENT BOARD holds $49,260,502 across 9 Capital Markets names. MS ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,989 | $15,159,424 | |
| 2 | MS |
Morgan Stanley
This page
|
59,810 | $12,502,682 | |
| 3 | SCHW |
Schwab Charles Corp
|
83,087 | $7,666,437 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
39,300 | $3,941,004 | |
| 5 | EVR |
Evercore Inc.
|
8,000 | $2,731,520 | |
| 6 | SF |
Stifel Financial Corp
|
32,250 | $2,250,082 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,200 | $1,932,288 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
33,119 | $1,655,287 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,502,682 | 59,810 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,234,022 | 56,110 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,961,208 | 56,110 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,871,557 | 55,810 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $8,171,288 | 58,010 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,768,026 | 58,010 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,469,025 | 59,410 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,380,530 | 61,210 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,191,974 | 63,710 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,998,933 | 63,710 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,323,282 | 67,810 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $5,538,042 | 67,810 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,423,754 | 63,510 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,356,678 | 61,010 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,348,608 | 62,910 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,650,005 | 71,510 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $5,979,076 | 78,610 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $7,202,634 | 82,410 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $8,747,037 | 89,110 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $9,478,967 | 97,410 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $9,169,916 | 100,010 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $7,021,240 | 90,410 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $6,195,797 | 90,410 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $3,715,455 | 76,845 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $3,784,063 | 78,345 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,629,730 | 77,345 | Shares | Sole | 2020-06-11 | |
| No filing history on record for this holder in this stock. | ||||||