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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 CQP

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $972,746 15,051
2025-12-31 $972,159 18,178
2025-09-30 $955,466 17,753
2025-06-30 $1,077,897 19,231
2025-03-31 $1,497,192 22,671
2024-12-31 $1,105,533 20,812
2024-09-30 $1,004,216 20,612
2024-06-30 $1,001,402 20,391
2024-03-31 $980,737 19,857
2023-12-31 $937,744 18,834
2023-09-30 $929,195 17,147
2023-06-30 $813,586 17,633
2023-03-31 $849,252 17,947
2022-12-31 $1,010,636 17,771
2022-09-30 $949,167 17,788
2022-06-30 $752,245 16,765
2022-03-31 $920,020 16,324
2021-12-31 $1,114,375 26,382
2021-09-30 $1,126,640 27,702
2021-06-30 $1,210,711 27,336
2021-03-31 $1,058,153 25,467
2020-12-31 $863,871 24,507
2020-09-30 $805,490 24,218
2020-06-30 $849,524 24,286
2020-03-31 $637,246 23,593