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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 SDHY

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Shares Held

Position Value (USD)

7 quarters on record
Report Date Value (USD) Shares
2025-12-31 $338,080 20,552
2025-09-30 $339,181 20,286
2025-06-30 $427,449 25,383
2025-03-31 $411,719 24,983
2024-12-31 $253,906 15,751
2024-09-30 $337,208 20,168
2024-06-30 $288,219 18,801