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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 ORC

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Shares Held

Position Value (USD)

15 quarters on record
Report Date Value (USD) Shares
2026-03-31 $653,037 92,893
2025-12-31 $621,993 86,388
2025-09-30 $582,664 83,119
2025-06-30 $616,200 87,903
2025-03-31 $602,254 80,087
2024-12-31 $596,959 76,730
2024-09-30 $626,002 76,156
2024-06-30 $587,502 70,444
2024-03-31 $612,062 68,540
2023-12-31 $556,346 65,996
2023-09-30 $600,848 70,605
2023-06-30 $689,092 66,579
2023-03-31 $667,727 62,230
2022-12-31 $618,817 58,935
2022-09-30 $525,185 64,047