Skip to main content

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

25 quarters · across all stocks

Holdings in LDP

Export CSV

Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $373,099 18,683
2025-12-31 $292,505 13,817
2025-06-30 $435,586 20,762
2025-03-31 $435,154 21,373
2024-12-31 $419,513 20,768
2024-09-30 $459,425 21,123
2024-06-30 $414,676 20,838
2024-03-31 $414,330 20,634
2023-12-31 $380,984 20,672
2023-09-30 $336,825 19,732
2023-06-30 $359,086 19,730
2023-03-31 $331,199 18,565
2022-12-31 $352,668 18,542
2022-09-30 $353,619 19,537
2022-06-30 $372,546 18,825
2022-03-31 $506,302 22,090
2021-12-31 $559,734 21,138
2021-09-30 $580,682 21,286
2021-06-30 $470,916 17,193
2021-03-31 $441,950 16,920
2020-12-31 $421,849 15,859
2020-09-30 $375,719 16,077
2020-06-30 $330,806 14,696
2020-03-31 $295,262 14,368