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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,189 positions · $26,816,657,193 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CCD

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,610,195 75,419
2025-12-31 $1,614,814 77,412
2025-09-30 $1,155,495 54,919
2025-06-30 $1,310,362 64,982
2025-03-31 $1,512,931 71,063
2024-12-31 $1,149,334 47,288
2024-09-30 $1,139,164 44,849
2024-06-30 $1,156,939 51,557
2023-12-31 $850,223 42,984
2023-09-30 $694,097 37,237
2023-06-30 $2,495,599 114,793
2023-03-31 $2,833,709 133,038
2022-12-31 $2,517,503 122,865
2022-09-30 $2,184,792 109,076
2022-06-30 $2,412,343 112,516
2022-03-31 $2,848,868 111,067
2021-12-31 $3,323,738 105,549
2021-09-30 $2,995,385 98,500
2021-06-30 $3,148,107 100,998
2021-03-31 $3,587,388 112,176
2020-12-31 $3,206,112 113,813
2020-09-30 $2,568,051 112,240
2020-06-30 $2,348,915 111,323
2020-03-31 $2,119,290 127,132