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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 TY

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,745,631 55,259
2025-12-31 $1,762,104 53,953
2025-09-30 $1,817,538 53,457
2025-06-30 $1,742,123 55,026
2025-03-31 $1,802,475 58,770
2024-12-31 $1,850,347 58,389
2024-09-30 $1,850,900 56,020
2024-06-30 $1,369,555 44,222
2024-03-31 $1,410,147 45,784
2023-12-31 $1,398,600 48,512
2023-09-30 $2,914,450 109,607
2023-06-30 $2,992,289 109,128
2023-03-31 $2,864,001 107,872
2022-12-31 $2,450,920 95,627
2022-09-30 $2,405,323 94,105
2022-06-30 $1,443,301 55,151
2022-03-31 $1,678,682 54,432
2021-12-31 $1,604,039 48,329
2021-09-30 $1,558,812 46,699
2021-06-30 $1,579,764 46,341
2021-03-31 $1,469,014 45,298
2020-12-31 $1,354,853 45,974
2020-09-30 $1,113,849 42,956
2020-06-30 $1,010,342 40,888
2020-03-31 $764,762 36,574