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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 MPV

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2020-03-31 $1,623,849 139,506
2020-06-30 $1,809,811 141,946
2020-09-30 $1,532,063 141,074
2020-12-31 $1,629,983 137,204
2021-03-31 $1,657,561 128,195
2021-06-30 $1,749,643 127,525
2021-09-30 $1,777,923 128,835
2021-12-31 $2,064,777 139,512
2022-03-31 $1,882,406 140,583
2022-06-30 $1,906,748 155,526
2022-09-30 $1,758,076 155,170
2022-12-31 $1,842,209 149,530
2023-03-31 $1,897,757 148,031
2023-06-30 $1,942,980 150,502
2023-09-30 $2,046,530 152,385
2023-12-31 $1,939,516 124,328
2024-03-31 $2,043,016 126,738
2024-06-30 $1,952,796 118,208
2024-09-30 $2,029,564 119,809
2024-12-31 $2,049,193 119,906
2025-03-31 $2,192,413 124,357
2025-06-30 $2,509,124 124,770
2025-09-30 $2,529,147 125,516
2025-12-31 $2,121,680 133,523
2026-03-31 $2,344,717 136,798