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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 PFIS

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $785,817 14,735
2025-12-31 $787,786 16,173
2025-09-30 $744,559 15,317
2025-06-30 $701,942 14,218
2025-03-31 $629,383 14,153
2024-12-31 $720,614 14,080
2024-09-30 $609,346 12,998
2024-06-30 $398,429 8,749
2024-03-31 $367,685 8,529
2023-12-31 $398,658 8,186
2023-09-30 $322,043 8,031
2023-06-30 $309,814 7,075
2023-03-31 $304,360 7,021
2022-12-31 $361,376 6,971
2022-09-30 $324,601 6,930
2022-06-30 $384,235 6,881
2022-03-31 $345,030 6,835
2021-12-31 $357,607 6,787
2021-09-30 $307,141 6,740
2021-06-30 $285,036 6,691
2021-03-31 $280,558 6,642
2020-12-31 $242,468 6,596
2020-09-30 $227,469 6,544
2020-06-30 $216,766 5,676