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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 SERV

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Shares Held

Position Value (USD)

6 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,587,395 188,080
2025-12-31 $1,807,988 174,180
2025-09-30 $2,017,793 173,499
2025-06-30 $178,864 15,635
2025-03-31 $107,536 18,702
2024-12-31 $247,779 18,354