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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 REFI

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Shares Held

Position Value (USD)

17 quarters on record
Report Date Value (USD) Shares
2026-03-31 $580,840 51,311
2025-12-31 $611,712 49,895
2025-09-30 $626,684 48,998
2025-06-30 $671,057 48,070
2025-03-31 $685,108 46,606
2024-12-31 $688,641 44,659
2024-09-30 $664,091 42,817
2024-06-30 $573,496 37,337
2024-03-31 $574,469 36,428
2023-12-31 $567,351 35,065
2023-09-30 $503,262 34,189
2023-06-30 $505,525 33,368
2023-03-31 $439,047 32,498
2022-12-31 $377,217 25,031
2022-09-30 $352,353 24,452
2022-06-30 $359,768 23,889
2022-03-31 $212,760 12,000