Skip to main content

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 TR

Export CSV

Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $303,440 7,103
2025-12-31 $267,185 7,513
2025-09-30 $287,497 7,064
2025-06-30 $240,222 7,397
2025-03-31 $264,004 8,638
2024-12-31 $259,334 8,510
2024-09-30 $250,702 8,588
2024-06-30 $232,826 8,080
2023-03-31 $514,682 12,523
2022-12-31 $189,038 4,998