Commonwealth Equity Services’s Longeveron LGVN Stock Holding History

Commonwealth Equity Services’s Portfolio LGVN Stock Details LGVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,516	Closed	-$17.7K	–	4486
2026 Q2	$17.7K	Hold	2,516	–	–	﹤0.01%	4370
2026 Q1	$26.2K	Hold	2,516	–	–	﹤0.01%	4241
2025 Q4	$12.7K	Hold	2,516	–	–	﹤0.01%	4259
2025 Q3	$19K	Hold	2,516	–	–	﹤0.01%	4211
2025 Q2	$33K	Buy	2,516 +920	+58%	+$12.8K	﹤0.01%	4195
2025 Q1	$25K	Buy	1,596 +350	+28%	+$5.72K	﹤0.01%	4115
2024 Q4	$22K	Buy	+1,246	New	+$24.5K	﹤0.01%	4037

Other funds holding LGVN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $50.1B AUM 35.17% 1-Year Est. Return

Commonwealth Equity Services's LGVN Position: Q3 2026 in Review

Commonwealth Equity Services sold out of Longeveron (LGVN) in Q3 2026, closing a stake of 2,516 shares — an estimated $17.7K sold.

Commonwealth Equity Services first reported a position in LGVN in Q4 2024 and held it in 7 quarters. The position peaked at $33K in Q2 2025. 5 funds tracked by Wall St. Rank hold LGVN as of Q3 2026.

Commonwealth Equity Services reported no remaining Longeveron position as of Q3 2026 after selling out during the quarter.
Commonwealth Equity Services sold 2,516 Longeveron shares in Q3 2026, an estimated $17.7K.
Commonwealth Equity Services first reported a position in Longeveron in Q4 2024 and held it in 7 quarters.
Commonwealth Equity Services's Longeveron position peaked at $33K in Q2 2025.
5 funds tracked by Wall St. Rank held Longeveron as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.