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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 PSN

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Shares Held

Position Value (USD)

20 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,394,498 25,743
2025-12-31 $1,567,927 25,371
2025-09-30 $1,748,534 21,087
2025-06-30 $1,681,499 23,429
2025-03-31 $1,377,046 23,257
2024-12-31 $2,197,856 23,825
2024-09-30 $2,912,889 28,095
2024-06-30 $2,209,933 27,013
2024-03-31 $1,951,149 23,522
2023-12-31 $1,646,576 26,257
2023-09-30 $1,431,850 26,345
2023-06-30 $1,488,536 30,921
2023-03-31 $1,419,421 31,726
2022-12-31 $705,312 15,250
2022-09-30 $529,513 13,508
2022-06-30 $1,348,451 33,361
2022-03-31 $1,000,820 25,861
2021-12-31 $320,448 9,523
2021-09-30 $547,857 16,228
2021-06-30 $304,292 7,731