Choiceone Financial Services Inc
COFS- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000803164
No open-market purchases or sales by Choiceone Financial Services Inc insiders were filed in the last 90 days; 126 institutions reported holding it in 13F filings for Q2 2026, worth $236.0M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Choiceone Financial Services Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- +3 vs. Q4 2022
- Shares held
- 999.3K
- +83.9K (+9.2%) vs. Q4 2022
- Total value
- $25.2M
- −$1.35M (−5.1%) vs. Q4 2022
- New holders
- 6
- 13 more added
- Sold out
- 3
- 6 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting COFS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $236.0M |
| Q1 2026 | 119 | $191.7M |
| Q4 2025 | 109 | $179.6M |
| Q3 2025 | 102 | $188.3M |
| Q2 2025 | 94 | $179.5M |
| Q1 2025 | 88 | $154.7M |
| Q4 2024 | 78 | $117.1M |
| Q3 2024 | 71 | $93.2M |
| Q2 2024 | 55 | $44.3M |
| Q1 2024 | 53 | $42.4M |
| Q4 2023 | 53 | $44.3M |
| Q3 2023 | 48 | $25.9M |
| Q2 2023 | 45 | $30.7M |
| Q1 2023 | 35 | $25.2M |
| Q4 2022 | 32 | $26.5M |
| Q3 2022 | 27 | $18.4M |
| Q2 2022 | 26 | $16.5M |
| Q1 2022 | 26 | $20.7M |
| Q4 2021 | 26 | $21.6M |
| Q3 2021 | 33 | $21.5M |
| Q2 2021 | 35 | $21.6M |
| Q1 2021 | 41 | $33.6M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 48 | $1.22K | 0.00% | +1+2.1% | Added |
| Stone House Investment Management, LLC | 66 | $1.66K | 0.00% | +66 | New |
| Tower Research Capital LLC (TRC) | 218 | $6.00K | 0.00% | −348−61.5% | Reduced |
| Fifth Third Bancorp | 551 | $13.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,251 | $31.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,704 | $43.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,952 | $49.3K | 0.00% | +1,612+474.1% | Added |
| Barclays PLC | 2,438 | $61.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,830 | $96.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,814 | $121.5K | 0.00% | −255−5.0% | Reduced |
| LSV Asset Management | 4,858 | $123.0K | 0.00% | +4,858 | New |
| CWM, LLC | 4,903 | $124.0K | 0.00% | +4,903 | New |
| JPMorgan Chase & Co | 5,110 | $129.0K | 0.00% | +5,098+42,483.3% | Added |
| Citigroup Inc | 7,112 | $179.5K | 0.00% | +4,261+149.5% | Added |
| Goldman Sachs Group Inc | 9,803 | $247.4K | 0.00% | +9,803 | New |
| NWF Advisory Services Inc. | 11,170 | $256.9K | 0.06% | +11,170 | New |
| Stifel Financial Corp | 11,058 | $279.1K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 11,359 | $286.7K | 0.00% | +4,159+57.8% | Added |
| Northern Trust Corp | 12,486 | $315.1K | 0.00% | +428+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,115 | $356.3K | 0.00% | +2,560+22.2% | Added |
| Jane Street Group, LLC | 15,462 | $390.3K | 0.00% | +15,462 | New |
| Renaissance Technologies LLC | 15,700 | $396.0K | 0.00% | −900−5.4% | Reduced |
| ICA Group Wealth Management, LLC | 16,196 | $408.8K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,402 | $439.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 17,597 | $444.1K | 0.00% | +7,988+83.1% | Added |
| State Street Corp | 22,023 | $555.9K | 0.00% | −200−0.9% | Reduced |
| HBW Advisory Services LLC | 24,629 | $622.0K | 0.16% | 00.0% | Unchanged |
| BlackRock Inc. | 34,786 | $878.0K | 0.00% | −6,023−14.8% | Reduced |
| Susquehanna International Group, LLP | 39,169 | $988.6K | 0.00% | +22,766+138.8% | Added |
| Shakespeare Wealth Management, Inc. | 44,436 | $1.12M | 0.40% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 50,050 | $1.26M | 0.03% | +14,550+41.0% | Added |
| Geode Capital Management, LLC | 58,370 | $1.47M | 0.00% | +901+1.6% | Added |
| Millennium Management LLC | 60,339 | $1.52M | 0.00% | +17,023+39.3% | Added |
| Fourthstone LLC | 164,146 | $4.14M | 1.46% | −27,313−14.3% | Reduced |
| Vanguard Group Inc | 310,198 | $7.83M | 0.00% | +14,600+4.9% | Added |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −8,910−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −7,335−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −7,055−100.0% | Sold out |