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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 CEF

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $9,512,075 199,331
2025-12-31 $14,417,977 314,803
2025-09-30 $10,927,162 297,824
2025-06-30 $12,738,350 423,201
2025-03-31 $14,661,264 516,060
2024-12-31 $11,090,764 466,783
2024-09-30 $8,980,238 366,690
2024-06-30 $6,662,076 302,135
2024-03-31 $6,357,836 312,578
2023-12-31 $6,352,093 331,702
2023-09-30 $6,097,246 352,035
2023-06-30 $6,136,098 340,516
2023-03-31 $6,311,155 333,747
2022-12-31 $6,108,858 340,706
2022-09-30 $5,296,493 340,173
2022-06-30 $5,605,298 333,252
2022-03-31 $6,666,681 343,998
2021-12-31 $6,021,310 339,420
2021-06-30 $6,592,825 352,935
2021-03-31 $6,145,193 353,782
2020-12-31 $6,978,558 360,649
2020-09-30 $6,212,931 338,764
2020-06-30 $5,041,439 298,310
2020-03-31 $4,268,294 291,949