Skip to main content

COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,197 positions · $27,351,594,650 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in EFSI

Export CSV

Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $385,339 11,016
2025-12-31 $438,436 11,016
2025-09-30 $416,735 11,016
2025-06-30 $278,397 9,092
2025-03-31 $298,126 9,092