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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 MCR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $823,632 135,913
2025-12-31 $850,067 135,577
2025-09-30 $1,202,774 187,348
2025-06-30 $886,628 139,407
2025-03-31 $870,351 138,812
2024-12-31 $805,270 126,218
2024-09-30 $798,064 121,471
2024-06-30 $1,047,409 167,051
2024-03-31 $1,042,651 164,456
2023-12-31 $1,013,444 156,880
2023-09-30 $954,035 163,083
2023-06-30 $1,002,684 158,904
2023-03-31 $960,407 152,688
2022-12-31 $927,856 150,871
2022-09-30 $906,309 152,321
2022-06-30 $965,235 153,212
2022-03-31 $1,110,718 151,324
2021-12-31 $570,993 67,018
2021-09-30 $424,341 49,342
2021-06-30 $426,276 48,773
2021-03-31 $323,409 37,870
2020-12-31 $318,701 36,340
2020-09-30 $272,299 33,995
2020-06-30 $263,264 33,115
2020-03-31 $259,347 35,047