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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,189 positions · $26,816,657,193 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SWAG

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Shares Held

Position Value (USD)

3 quarters on record
Report Date Value (USD) Shares
2025-12-31 $57,942 34,905
2025-09-30 $44,164 26,605
2025-06-30 $38,311 26,605