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