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 ERC

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $99,389 11,031
2025-12-31 $101,323 10,895
2025-09-30 $101,222 10,566
2025-06-30 $98,658 10,440
2025-03-31 $95,085 10,313
2024-12-31 $94,179 10,248
2024-09-30 $128,582 13,422
2024-06-30 $121,634 13,545
2024-03-31 $124,732 13,369
2023-12-31 $125,221 13,265
2023-09-30 $122,467 13,458
2023-06-30 $127,797 13,801
2023-03-31 $127,551 13,940
2022-12-31 $171,431 17,493
2022-09-30 $163,202 18,933
2022-06-30 $166,977 17,448
2022-03-31 $177,032 17,006
2021-12-31 $311,013 23,526
2021-09-30 $179,056 13,234
2021-06-30 $172,601 13,474
2021-03-31 $215,575 17,246
2020-12-31 $198,197 16,326
2020-09-30 $170,086 15,822
2020-06-30 $172,713 15,687
2020-03-31 $149,592 15,534