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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,192 positions · $27,348,811,326 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CION

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,491,585 218,068
2025-12-31 $2,094,396 216,587
2025-09-30 $2,471,123 260,667
2025-06-30 $2,732,158 285,492
2025-03-31 $3,053,953 295,068
2024-12-31 $3,406,981 298,858
2024-09-30 $4,069,645 341,987
2024-06-30 $4,087,203 337,228
2024-03-31 $3,591,159 326,469
2023-12-31 $3,075,403 271,919
2023-09-30 $3,000,505 283,870
2023-06-30 $2,583,768 248,918
2023-03-31 $2,295,110 232,534
2022-12-31 $2,268,327 232,649
2022-09-30 $2,109,385 248,163
2022-06-30 $1,619,748 186,178
2022-03-31 $1,976,347 133,537
2021-12-31 $1,419,114 108,578