Skip to main content

COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,199 positions · $27,310,830,072 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in BAR

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $4,798,719 104,026
2025-12-31 $4,290,895 100,986
2025-09-30 $4,692,569 123,294
2025-06-30 $3,872,279 118,636
2025-03-31 $3,695,773 119,837
2024-12-31 $2,999,770 115,866
2024-09-30 $2,288,839 88,134
2024-06-30 $1,690,636 73,634
2024-03-31 $1,517,216 69,090
2023-12-31 $1,253,128 61,458
2023-09-30 $1,050,076 57,444
2023-06-30 $1,351,839 71,112
2023-03-31 $1,371,923 70,319
2022-12-31 $693,481 38,420
2022-09-30 $701,045 42,565
2022-06-30 $769,449 42,962
2022-03-31 $655,084 34,119
2021-12-31 $384,761 21,199
2021-09-30 $367,530 21,074
2021-06-30 $322,600 18,340
2021-03-31 $233,067 13,726
2020-12-31 $391,627 20,732
2020-09-30 $364,987 19,466
2020-06-30 $262,303 14,786
2020-03-31 $211,981 13,502