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New Mexico Educational Retirement Board’s Broadridge BR Stock Holding History

New Mexico Educational Retirement Board’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$801K Buy
5,850
+500
+9% +$75.5K 0.02% 775
2026
Q1 		$869K Hold
5,350
– – 0.03% 700
2025
Q4 		$1.19M Hold
5,350
– – 0.04% 572
2025
Q3 		$1.27M Sell
5,350
-100
-2% -$24.9K 0.04% 535
2025
Q2 		$1.32M Hold
5,450
– – 0.04% 492
2025
Q1 		$1.32M Sell
5,450
-100
-2% -$23.5K 0.05% 477
2024
Q4 		$1.25M Sell
5,550
-200
-3% -$44.8K 0.04% 528
2024
Q3 		$1.24M Sell
5,750
-200
-3% -$41.8K 0.04% 542
2024
Q2 		$1.17M Hold
5,950
– – 0.04% 537
2024
Q1 		$1.22M Sell
5,950
-200
-3% -$40.3K 0.04% 521
2023
Q4 		$1.26M Hold
6,150
– – 0.05% 482
2023
Q3 		$1.1M Buy
6,150
+400
+7% +$70.8K 0.05% 490
2023
Q2 		$952K Buy
5,750
+300
+6% +$45.4K 0.04% 558
2023
Q1 		$799K Sell
5,450
-200
-4% -$28.6K 0.04% 586
2022
Q4 		$758K Sell
5,650
-300
-5% -$42.6K 0.04% 556
2022
Q3 		$859K Sell
5,950
-500
-8% -$81.2K 0.05% 459
2022
Q2 		$919K Sell
6,450
-300
-4% -$43.5K 0.04% 463
2022
Q1 		$1.05M Sell
6,750
-300
-4% -$46K 0.04% 577
2021
Q4 		$1.29M Sell
7,050
-500
-7% -$87.9K 0.04% 503
2021
Q3 		$1.26M Sell
7,550
-200
-3% -$34.1K 0.04% 507
2021
Q2 		$1.25M Buy
7,750
+500
+7% +$79.9K 0.04% 516
2021
Q1 		$1.11M Hold
7,250
– – 0.04% 481
2020
Q4 		$1.11M Sell
7,250
-100
-1% -$14.5K 0.05% 421
2020
Q3 		$970K Sell
7,350
-400
-5% -$53.5K 0.05% 444
2020
Q2 		$978K Buy
7,750
+500
+7% +$57.9K 0.05% 463
2020
Q1 		$688K Sell
7,250
-1,750
-19% -$200K 0.04% 520
2019
Q4 		$1.11M Hold
9,000
– – 0.05% 425
2019
Q3 		$1.12M Sell
9,000
-500
-5% -$64.4K 0.05% 403
2019
Q2 		$1.21M Sell
9,500
-200
-2% -$24.1K 0.05% 381
2019
Q1 		$1.01M Sell
9,700
-200
-2% -$20.1K 0.04% 494
2018
Q4 		$953K Sell
9,900
-600
-6% -$65K 0.05% 457
2018
Q3 		$1.39M Sell
10,500
-400
-4% -$50.8K 0.05% 417
2018
Q2 		$1.25M Sell
10,900
-21,200
-66% -$2.39M 0.05% 454
2018
Q1 		$3.52M Buy
32,100
+3,300
+11% +$328K 0.13% 153
2017
Q4 		$2.61M Buy
+28,800
New +$2.51M 0.1% 201

Other funds holding BR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New Mexico Educational Retirement Board's BR Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Broadridge (BR) stake by 9.3% in Q2 2026, buying an estimated $75.5K and bringing the position to 5,850 shares worth $801K. The position accounts for 0.02% of the portfolio, ranked #775.

New Mexico Educational Retirement Board first reported a position in BR in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.52M in Q1 2018. 375 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • New Mexico Educational Retirement Board held 5,850 shares of Broadridge worth $801K as of Q2 2026.
  • New Mexico Educational Retirement Board bought 500 Broadridge shares in Q2 2026, an estimated $75.5K.
  • Broadridge made up 0.02% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #775 holding.
  • New Mexico Educational Retirement Board first reported a position in Broadridge in Q4 2017 and has held it in 35 quarters since.
  • New Mexico Educational Retirement Board's Broadridge position peaked at $3.52M in Q1 2018.
  • 375 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.