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

30 quarters · across all stocks

Holdings in PPT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $292,839 82,490
2025-12-31 $270,406 76,386
2025-09-30 $314,882 85,334
2025-06-30 $442,433 120,554
2025-03-31 $463,278 128,332
2024-12-31 $587,652 165,071
2024-09-30 $648,232 173,789
2024-06-30 $632,403 176,649
2024-03-31 $628,988 178,690
2023-12-31 $641,332 179,645
2023-09-30 $567,942 169,535
2023-06-30 $832,972 236,640
2023-03-31 $1,193,664 335,299
2022-12-31 $1,238,973 341,315
2022-09-30 $1,235,712 345,171
2022-06-30 $1,213,989 319,471
2022-03-31 $1,303,987 326,814
2021-12-31 $1,432,516 335,484
2021-09-30 $1,491,821 326,438
2021-06-30 $1,541,481 330,790
2021-03-31 $1,586,986 325,870
2020-12-31 $1,328,816 285,767
2020-09-30 $1,163,118 261,375
2020-06-30 $802,382 169,279
2020-03-31 $644,834 142,034