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, Q3 2023
Institutional positions in Choiceone Financial Services Inc as of Sep 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
- 48
- +4 vs. Q2 2023
- Shares held
- 1.32M
- +5.14K (+0.4%) vs. Q2 2023
- Total value
- $25.9M
- −$4.32M (−14.3%) vs. Q2 2023
- New holders
- 5
- 16 more added
- Sold out
- 1
- 11 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 345,467 | $6.78M | 0.00% | +6,947+2.1% | Added |
| BlackRock Inc. | 342,532 | $6.73M | 0.00% | +2,747+0.8% | Added |
| Geode Capital Management, LLC | 132,935 | $2.61M | 0.00% | +2,075+1.6% | Added |
| State Street Corp | 81,310 | $1.60M | 0.00% | +3,464+4.4% | Added |
| Northern Trust Corp | 55,918 | $1.10M | 0.00% | −670−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 52,992 | $1.04M | 0.03% | −420−0.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 44,436 | $872.7K | 0.31% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 24,629 | $484.0K | 0.10% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,376 | $400.2K | 0.00% | +121+0.6% | Added |
| Empowered Funds, LLC | 20,250 | $397.7K | 0.01% | +1,580+8.5% | Added |
| Charles Schwab Investment Management Inc | 18,457 | $362.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,402 | $342.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,200 | $338.0K | 0.00% | +300+1.8% | Added |
| ICA Group Wealth Management, LLC | 16,072 | $315.6K | 0.09% | +344+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,115 | $277.2K | 0.00% | −1,000−6.6% | Reduced |
| UBS Group AG | 13,646 | $268.0K | 0.00% | −42−0.3% | Reduced |
| Bank of America Corp | 11,471 | $225.3K | 0.00% | +3,675+47.1% | Added |
| Dimensional Fund Advisors LP | 11,394 | $224.1K | 0.00% | +40.0% | Added |
| NWF Advisory Services Inc. | 11,170 | $219.4K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,058 | $217.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,356 | $144.5K | 0.00% | −1,328−15.3% | Reduced |
| Rhumbline Advisers | 7,153 | $140.5K | 0.00% | +376+5.5% | Added |
| LSV Asset Management | 4,858 | $95.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,798 | $94.0K | 0.00% | −105−2.1% | Reduced |
| JPMorgan Chase & Co | 4,540 | $89.2K | 0.00% | −1,202−20.9% | Reduced |
| New York State Common Retirement Fund | 4,254 | $83.5K | 0.00% | +54+1.3% | Added |
| Barclays PLC | 3,794 | $74.5K | 0.00% | −42−1.1% | Reduced |
| MetLife Investment Management | 3,784 | $74.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,486 | $68.5K | 0.00% | +124+3.7% | Added |
| Wells Fargo & Company | 1,723 | $33.8K | 0.00% | −938−35.2% | Reduced |
| Huntington National Bank | 1,704 | $33.5K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,630 | $32.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,541 | $30.3K | 0.00% | −783−33.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,471 | $28.9K | 0.00% | +220+17.6% | Added |
| Royal Bank of Canada | 1,173 | $23.0K | 0.00% | +253+27.5% | Added |
| Tower Research Capital LLC (TRC) | 818 | $16.1K | 0.00% | +466+132.4% | Added |
| Allspring Global Investments Holdings, LLC | 688 | $13.5K | 0.00% | +688 | New |
| Legal & General Group Plc | 671 | $13.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 680 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 551 | $10.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 392 | $7.70K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 117 | $2.30K | 0.00% | +117 | New |
| Covestor Ltd | 60 | $1.00K | 0.00% | +60 | New |
| IFP Advisors, Inc | 50 | $982 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 35 | $687 | 0.00% | −2,046−98.3% | Reduced |
| FMR LLC | 8 | $157 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 8 | $157 | 0.00% | +8 | New |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −9,915−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |