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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 TDF

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Shares Held

Position Value (USD)

8 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,048,957 98,865
2025-12-31 $854,239 75,865
2025-09-30 $851,207 73,065
2025-06-30 $518,630 51,915
2025-03-31 $503,575 51,915
2024-12-31 $338,878 39,915
2024-09-30 $193,276 21,100
2024-06-30 $98,646 12,300