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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,199 positions · $27,310,830,072 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SAR

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $375,770 17,182
2025-12-31 $429,955 18,637
2025-09-30 $614,579 25,198
2025-06-30 $602,317 24,287
2025-03-31 $426,911 16,854
2024-12-31 $368,631 15,411
2024-09-30 $386,971 16,687
2024-06-30 $504,484 22,224
2024-03-31 $476,690 20,547
2023-12-31 $426,327 16,486
2023-09-30 $489,328 19,040
2023-06-30 $327,793 12,145
2023-03-31 $225,396 8,916
2022-12-31 $218,296 8,564
2021-12-31 $290,274 9,880
2021-09-30 $281,077 9,780