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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 ORI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,186,614 155,053
2025-12-31 $7,070,138 154,911
2025-09-30 $7,700,023 181,305
2025-06-30 $7,195,737 187,194
2025-03-31 $7,499,726 191,222
2024-12-31 $6,248,312 172,653
2024-09-30 $6,178,664 174,440
2024-06-30 $5,361,211 173,502
2024-03-31 $5,214,996 169,759
2023-12-31 $4,818,424 163,892
2023-09-30 $4,741,440 176,000
2023-06-30 $4,129,767 164,075
2023-03-31 $3,846,728 154,054
2022-12-31 $3,607,019 149,359
2022-09-30 $2,977,773 142,273
2022-06-30 $2,946,198 131,762
2022-03-31 $3,917,908 151,446
2021-12-31 $3,361,413 136,754
2021-09-30 $3,062,481 132,403
2021-06-30 $3,174,754 127,449
2021-03-31 $2,524,616 115,596
2020-12-31 $2,065,824 104,811
2020-09-30 $1,636,537 111,027
2020-06-30 $1,793,023 109,934
2020-03-31 $1,659,398 108,813