Skip to main content

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 MUA

Export CSV

Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,091,590 479,886
2025-12-31 $5,403,109 504,492
2025-09-30 $5,342,885 481,341
2025-06-30 $4,371,775 420,363
2025-03-31 $3,531,132 326,051
2024-12-31 $2,877,598 260,652
2024-09-30 $3,467,015 279,598
2024-06-30 $2,943,430 253,744
2024-03-31 $2,448,680 221,000
2023-12-31 $1,647,984 155,617
2023-09-30 $1,342,593 149,177
2023-06-30 $1,442,373 141,687
2023-03-31 $1,447,769 137,490
2022-12-31 $1,444,524 133,505
2022-09-30 $580,367 56,511
2022-06-30 $494,995 40,640
2022-03-31 $969,600 75,750
2021-12-31 $1,138,588 76,621
2021-09-30 $1,115,508 73,437
2021-06-30 $1,207,782 71,636
2021-03-31 $962,070 63,128
2020-12-31 $856,108 58,318
2020-09-30 $768,138 55,824
2020-06-30 $933,943 67,287
2020-03-31 $387,276 29,053