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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, Q4 2023

Institutional positions in Choiceone Financial Services Inc as of Dec 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
53
+5 vs. Q3 2023
Shares held
1.51M
+192.4K (+14.6%) vs. Q3 2023
Total value
$44.3M
+$18.4M (+70.9%) vs. Q3 2023
New holders
9
15 more added
Sold out
4
16 more reduced

Compare with Q3 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.

Institutional holdersQ4 2023: 53 institutions
Q1 2021: 41 institutionsQ2 2021: 35 institutionsQ3 2021: 33 institutionsQ4 2021: 26 institutionsQ1 2022: 26 institutionsQ2 2022: 26 institutionsQ3 2022: 27 institutionsQ4 2022: 32 institutionsQ1 2023: 35 institutionsQ2 2023: 45 institutionsQ3 2023: 48 institutionsQ4 2023: 53 institutionsQ1 2024: 53 institutionsQ2 2024: 55 institutionsQ3 2024: 71 institutionsQ4 2024: 78 institutionsQ1 2025: 88 institutionsQ2 2025: 94 institutionsQ3 2025: 102 institutionsQ4 2025: 109 institutionsQ1 2026: 119 institutionsQ2 2026: 126 institutions
Value heldQ4 2023: $44.3M
Q1 2021: $33.6MQ2 2021: $21.6MQ3 2021: $21.5MQ4 2021: $21.6MQ1 2022: $20.7MQ2 2022: $16.5MQ3 2022: $18.4MQ4 2022: $26.5MQ1 2023: $25.2MQ2 2023: $30.7MQ3 2023: $25.9MQ4 2023: $44.3MQ1 2024: $42.4MQ2 2024: $44.3MQ3 2024: $93.2MQ4 2024: $117.1MQ1 2025: $154.7MQ2 2025: $179.5MQ3 2025: $188.3MQ4 2025: $179.6MQ1 2026: $191.7MQ2 2026: $236.0M
Institutions holding COFS and their total value by quarter
QuarterHoldersValue
Q2 2026126$236.0M
Q1 2026119$191.7M
Q4 2025109$179.6M
Q3 2025102$188.3M
Q2 202594$179.5M
Q1 202588$154.7M
Q4 202478$117.1M
Q3 202471$93.2M
Q2 202455$44.3M
Q1 202453$42.4M
Q4 202353$44.3M
Q3 202348$25.9M
Q2 202345$30.7M
Q1 202335$25.2M
Q4 202232$26.5M
Q3 202227$18.4M
Q2 202226$16.5M
Q1 202226$20.7M
Q4 202126$21.6M
Q3 202133$21.5M
Q2 202135$21.6M
Q1 202141$33.6M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q3 2023.

Institutions holding COFS in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.406,601$11.9M0.00%+64,069+18.7%Added
Vanguard Group Inc347,819$10.2M0.00%+2,352+0.7%Added
Geode Capital Management, LLC144,147$4.22M0.00%+11,212+8.4%Added
State Street Corp80,465$2.36M0.00%−845−1.0%Reduced
Northern Trust Corp55,898$1.64M0.00%−200.0%Reduced
Bridgeway Capital Management, LLC50,670$1.48M0.03%−2,322−4.4%Reduced
Cerity Partners LLC46,124$1.35M0.00%+46,124New
Shakespeare Wealth Management, Inc.44,436$1.30M0.40%00.0%Unchanged
HBW Advisory Services LLC24,629$722.0K0.14%00.0%Unchanged
Empowered Funds, LLC22,170$649.6K0.02%+1,920+9.5%Added
Bank of New York Mellon Corp20,377$597.0K0.00%+10.0%Added
Charles Schwab Investment Management Inc18,457$540.8K0.00%00.0%Unchanged
HighTower Advisors, LLC17,402$510.0K0.00%00.0%Unchanged
UBS Group AG17,150$502.5K0.00%+3,504+25.7%Added
Morgan Stanley16,849$493.7K0.00%+9,493+129.1%Added
Renaissance Technologies LLC16,700$489.0K0.00%−500−2.9%Reduced
ICA Group Wealth Management, LLC15,253$446.9K0.10%−819−5.1%Reduced
Raymond James Financial Services Advisors, Inc.13,909$407.5K0.00%−206−1.5%Reduced
Citadel Advisors LLC13,419$393.2K0.00%+13,419New
Barclays PLC12,018$352.1K0.00%+8,224+216.8%Added
Dimensional Fund Advisors LP11,394$334.7K0.00%00.0%Unchanged
Stifel Financial Corp11,058$324.0K0.00%00.0%Unchanged
Nuveen Asset Management, LLC10,831$317.3K0.00%+10,831New
NWF Advisory Services Inc.10,316$302.3K0.06%−854−7.6%Reduced
Invesco Ltd.9,111$267.0K0.00%+9,111New
Bank of America Corp8,518$249.6K0.00%−2,953−25.7%Reduced
LPL Financial LLC8,055$236.0K0.00%+8,055New
JPMorgan Chase & Co7,518$220.3K0.00%+2,978+65.6%Added
Rhumbline Advisers6,892$201.9K0.00%−261−3.6%Reduced
Royal Bank of Canada4,934$145.0K0.00%+3,761+320.6%Added
LSV Asset Management4,858$142.0K0.00%00.0%Unchanged
New York State Common Retirement Fund4,261$124.8K0.00%+7+0.2%Added
SG Americas Securities, LLC3,800$111.0K0.00%+3,800New
MetLife Investment Management3,784$110.9K0.00%00.0%Unchanged
CWM, LLC3,587$105.0K0.00%−1,211−25.2%Reduced
American International Group, Inc.3,472$101.7K0.00%−14−0.4%Reduced
Deutsche Bank AG3,102$90.9K0.00%+3,102New
Wells Fargo & Company2,148$62.9K0.00%+425+24.7%Added
Huntington National Bank1,704$49.9K0.00%00.0%Unchanged
Gradient Investments LLC1,630$47.8K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,251$36.7K0.00%−220−15.0%Reduced
California State Teachers Retirement System1,150$33.7K0.00%−391−25.4%Reduced
Citigroup Inc996$29.2K0.00%+961+2,745.7%Added
Tower Research Capital LLC (TRC)807$23.6K0.00%−11−1.3%Reduced
Amalgamated Bank610$18.0K0.00%−70−10.3%Reduced
Legal & General Group Plc597$17.5K0.00%−74−11.0%Reduced
Ameritas Investment Partners, Inc.577$16.9K0.00%00.0%Unchanged
Fifth Third Bancorp551$16.1K0.00%00.0%Unchanged
FMR LLC494$14.5K0.00%+486+6,075.0%Added
Metropolitan Life Insurance Co392$11.5K0.00%00.0%Unchanged
Covestor Ltd104$3.00K0.00%+44+73.3%Added
West Tower Group, LLC91$2.67K0.01%+91New
GAMMA Investing LLC49$1.31K0.00%+49New
Allspring Global Investments Holdings, LLC0$00.00%−688−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−117−100.0%Sold out
IFP Advisors, Inc0$00.00%−50−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−8−100.0%Sold out