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

30 quarters · across all stocks

Holdings in CMRC

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Shares Held

Position Value (USD)

23 quarters on record
Report Date Value (USD) Shares
2026-03-31 $47,154 17,661
2025-12-31 $72,763 17,661
2025-09-30 $88,128 17,661
2025-06-30 $88,430 17,686
2025-03-31 $101,888 17,689
2024-12-31 $108,085 17,661
2024-09-30 $106,680 18,236
2024-06-30 $147,465 18,296
2024-03-31 $129,504 18,796
2023-12-31 $183,361 18,845
2023-09-30 $187,786 19,026
2023-06-30 $225,337 22,647
2023-03-31 $203,358 22,747
2022-12-31 $177,133 20,267
2022-09-30 $327,731 22,144
2022-06-30 $363,009 22,408
2022-03-31 $486,073 22,185
2021-12-31 $781,358 22,091
2021-09-30 $1,597,894 31,554
2021-06-30 $2,354,193 36,263
2021-03-31 $2,525,513 43,694
2020-12-31 $2,560,996 39,922
2020-09-30 $338,531 4,064