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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 MSB

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Shares Held

Position Value (USD)

19 quarters on record
Report Date Value (USD) Shares
2026-03-31 $598,846 19,011
2025-12-31 $1,187,995 30,841
2025-09-30 $890,071 30,409
2025-06-30 $721,243 30,102
2025-03-31 $830,470 30,532
2024-12-31 $408,325 14,526
2024-09-30 $323,464 14,281
2024-06-30 $247,612 14,371
2024-03-31 $261,676 14,784
2023-12-31 $389,953 19,050
2023-09-30 $329,709 16,428
2023-06-30 $331,152 16,225
2023-03-31 $408,545 16,225
2022-12-31 $285,166 15,825
2022-09-30 $338,631 15,743
2022-06-30 $370,301 15,102
2022-03-31 $258,141 9,690
2021-09-30 $205,622 6,921
2021-06-30 $203,797 5,757