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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 FISI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,867,814 58,903
2025-12-31 $11,080,186 355,476
2025-09-30 $9,092,579 334,286
2025-06-30 $10,734,804 418,022
2025-03-31 $10,316,067 413,304
2024-12-31 $12,358,795 452,869
2024-09-30 $11,546,875 453,352
2024-06-30 $8,755,843 453,201
2024-03-31 $8,539,612 453,752
2023-12-31 $12,211,971 573,332
2023-09-30 $9,635,949 572,546
2023-06-30 $8,999,360 571,751
2023-03-31 $11,014,471 571,290
2022-12-31 $13,904,298 570,784
2022-09-30 $13,736,315 570,682
2022-06-30 $14,837,150 570,221
2022-03-31 $17,178,890 570,159
2021-12-31 $18,150,168 570,760
2021-09-30 $17,482,974 570,407
2021-06-30 $17,299,560 576,652
2021-03-31 $17,956,366 592,815
2020-12-31 $13,510,957 600,487
2020-09-30 $9,239,183 599,947
2020-06-30 $11,194,324 601,522
2020-03-31 $10,912,534 601,573