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, Q2 2023
Institutional positions in Choiceone Financial Services Inc as of Jun 30, 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
- 45
- +10 vs. Q1 2023
- Shares held
- 1.33M
- +334.9K (+33.5%) vs. Q1 2023
- Total value
- $30.7M
- +$5.49M (+21.8%) vs. Q1 2023
- New holders
- 17
- 14 more added
- Sold out
- 7
- 4 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 50 | $1.28K | 0.00% | +50 | New |
| Tower Research Capital LLC (TRC) | 352 | $8.10K | 0.00% | +134+61.5% | Added |
| Metropolitan Life Insurance Co | 392 | $9.02K | 0.00% | +392 | New |
| Fifth Third Bancorp | 551 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $13.3K | 0.00% | +577 | New |
| Legal & General Group Plc | 671 | $15.4K | 0.00% | +671 | New |
| Amalgamated Bank | 680 | $16.0K | 0.00% | +680 | New |
| Royal Bank of Canada | 920 | $21.0K | 0.00% | +920 | New |
| Advisor Group Holdings, Inc. | 1,251 | $28.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,630 | $37.5K | 0.00% | −2,200−57.4% | Reduced |
| Huntington National Bank | 1,704 | $39.2K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,081 | $47.9K | 0.00% | −5,031−70.7% | Reduced |
| California State Teachers Retirement System | 2,324 | $53.5K | 0.00% | +2,324 | New |
| Wells Fargo & Company | 2,661 | $61.2K | 0.00% | +2,613+5,443.8% | Added |
| American International Group, Inc. | 3,362 | $77.3K | 0.00% | +3,362 | New |
| MetLife Investment Management | 3,784 | $87.0K | 0.00% | +3,784 | New |
| Barclays PLC | 3,836 | $88.2K | 0.00% | +1,398+57.3% | Added |
| New York State Common Retirement Fund | 4,200 | $96.6K | 0.00% | +4,200 | New |
| LSV Asset Management | 4,858 | $112.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,903 | $113.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,742 | $132.1K | 0.00% | +632+12.4% | Added |
| Rhumbline Advisers | 6,777 | $155.9K | 0.00% | +6,777 | New |
| Bank of America Corp | 7,796 | $179.3K | 0.00% | +5,844+299.4% | Added |
| Morgan Stanley | 8,684 | $199.7K | 0.00% | −8,913−50.7% | Reduced |
| Nuveen Asset Management, LLC | 9,915 | $228.0K | 0.00% | +9,915 | New |
| Stifel Financial Corp | 11,058 | $254.3K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 11,170 | $256.9K | 0.06% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,390 | $262.1K | 0.00% | +11,390 | New |
| UBS Group AG | 13,688 | $314.8K | 0.00% | +8,874+184.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,115 | $347.6K | 0.00% | +1,000+7.1% | Added |
| ICA Group Wealth Management, LLC | 15,728 | $361.8K | 0.09% | −468−2.9% | Reduced |
| Renaissance Technologies LLC | 16,900 | $389.0K | 0.00% | +1,200+7.6% | Added |
| HighTower Advisors, LLC | 17,402 | $401.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 18,457 | $424.5K | 0.00% | +18,457 | New |
| Empowered Funds, LLC | 18,670 | $429.4K | 0.02% | +18,670 | New |
| EA Series Trust | 18,670 | $429.4K | 0.02% | +18,670 | New |
| Bank of New York Mellon Corp | 20,255 | $465.9K | 0.00% | +20,255 | New |
| HBW Advisory Services LLC | 24,629 | $566.0K | 0.12% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 44,436 | $1.02M | 0.35% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 53,412 | $1.23M | 0.03% | +3,362+6.7% | Added |
| Northern Trust Corp | 56,588 | $1.30M | 0.00% | +44,102+353.2% | Added |
| State Street Corp | 77,846 | $1.79M | 0.00% | +55,823+253.5% | Added |
| Geode Capital Management, LLC | 130,860 | $3.01M | 0.00% | +72,490+124.2% | Added |
| Vanguard Group Inc | 338,520 | $7.79M | 0.00% | +28,322+9.1% | Added |
| BlackRock Inc. | 339,785 | $7.82M | 0.00% | +304,999+876.8% | Added |
| Fourthstone LLC | 0 | $0 | 0.00% | −164,146−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −60,339−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −39,169−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,462−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,359−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −9,803−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |