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COMMONWEALTH EQUITY SERVICES, LLC

CIK
312272
City
WALTHAM
State / Country
MA

Top Portfolio Positions

2,192 positions · $27,348,811,326 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in WRAP

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $24,576 15,959
2025-12-31 $35,602 14,959
2025-09-30 $23,883 11,006
2025-06-30 $22,473 14,406
2025-03-31 $46,659 27,286
2024-12-31 $61,895 29,196
2024-09-30 $41,949 27,966
2024-06-30 $56,232 28,116
2024-03-31 $63,994 28,316
2023-12-31 $121,259 39,116
2023-09-30 $52,770 35,180
2023-06-30 $52,873 36,215
2023-03-31 $62,289 36,215
2022-12-31 $60,948 36,064
2022-09-30 $64,978 37,999
2022-06-30 $66,641 35,829
2022-03-31 $100,423 37,194
2021-12-31 $119,448 30,394
2021-09-30 $172,673 28,827
2021-06-30 $187,041 23,827
2021-03-31 $96,477 17,352
2020-12-31 $93,291 19,315
2020-09-30 $149,244 22,045
2020-06-30 $617,963 58,966
2020-03-31 $62,127 14,584