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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 SMR

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Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,895,288 267,093
2025-12-31 $3,814,167 269,172
2025-09-30 $7,508,016 208,556
2025-06-30 $8,700,786 219,939
2025-03-31 $2,965,358 209,418
2024-12-31 $3,548,849 197,928
2024-09-30 $2,426,450 209,538
2024-06-30 $916,624 78,411
2024-03-31 $223,949 42,175
2023-12-31 $120,654 36,673
2023-09-30 $89,371 18,239
2023-06-30 $124,589 18,322
2023-03-31 $129,959 14,297
2022-12-31 $110,264 10,747