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 2024
Institutional positions in Choiceone Financial Services Inc as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 1.55M
- +35.2K (+2.3%) vs. Q4 2023
- Total value
- $42.4M
- −$1.94M (−4.4%) vs. Q4 2023
- New holders
- 3
- 18 more added
- Sold out
- 3
- 14 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 389,403 | $10.7M | 0.00% | −17,198−4.2% | Reduced |
| Vanguard Group Inc | 350,690 | $9.59M | 0.00% | +2,871+0.8% | Added |
| Geode Capital Management, LLC | 148,733 | $4.07M | 0.00% | +4,586+3.2% | Added |
| State Street Corp | 90,748 | $2.48M | 0.00% | +10,283+12.8% | Added |
| Cerity Partners LLC | 73,700 | $2.02M | 0.01% | +27,576+59.8% | Added |
| Northern Trust Corp | 57,270 | $1.57M | 0.00% | +1,372+2.5% | Added |
| Bridgeway Capital Management, LLC | 52,420 | $1.43M | 0.03% | +1,750+3.5% | Added |
| Shakespeare Wealth Management, Inc. | 39,521 | $1.08M | 0.31% | −4,915−11.1% | Reduced |
| Invesco Ltd. | 28,929 | $791.2K | 0.00% | +19,818+217.5% | Added |
| HBW Advisory Services LLC | 24,629 | $722.0K | 0.14% | 00.0% | Unchanged |
| Empowered Funds, LLC | 23,920 | $654.2K | 0.01% | +1,750+7.9% | Added |
| Bank of New York Mellon Corp | 20,295 | $555.1K | 0.00% | −82−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 18,457 | $504.8K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,700 | $484.0K | 0.00% | +1,000+6.0% | Added |
| HighTower Advisors, LLC | 17,402 | $476.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,926 | $435.6K | 0.00% | −1,224−7.1% | Reduced |
| ICA Group Wealth Management, LLC | 15,611 | $427.0K | 0.09% | +358+2.3% | Added |
| Citadel Advisors LLC | 14,345 | $392.3K | 0.00% | +926+6.9% | Added |
| Morgan Stanley | 13,716 | $375.1K | 0.00% | −3,133−18.6% | Reduced |
| JPMorgan Chase & Co | 13,189 | $360.7K | 0.00% | +5,671+75.4% | Added |
| Dimensional Fund Advisors LP | 11,394 | $311.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,058 | $302.4K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 10,831 | $296.5K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 10,316 | $282.1K | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 9,927 | $271.5K | 0.00% | +9,927 | New |
| Raymond James Financial Services Advisors, Inc. | 9,798 | $268.0K | 0.00% | −4,111−29.6% | Reduced |
| Barclays PLC | 7,314 | $200.0K | 0.00% | −4,704−39.1% | Reduced |
| Rhumbline Advisers | 7,246 | $198.2K | 0.00% | +354+5.1% | Added |
| LSV Asset Management | 4,858 | $133.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,798 | $131.0K | 0.00% | +1,211+33.8% | Added |
| New York State Common Retirement Fund | 4,261 | $116.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,058 | $111.0K | 0.00% | −4,460−52.4% | Reduced |
| MetLife Investment Management | 3,784 | $103.5K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 3,443 | $94.2K | 0.00% | −29−0.8% | Reduced |
| Deutsche Bank AG | 3,201 | $87.5K | 0.00% | +99+3.2% | Added |
| Royal Bank of Canada | 2,956 | $81.0K | 0.00% | −1,978−40.1% | Reduced |
| Wells Fargo & Company | 2,465 | $67.4K | 0.00% | +317+14.8% | Added |
| Huntington National Bank | 1,704 | $46.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,630 | $44.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,312 | $35.9K | 0.00% | +316+31.7% | Added |
| Advisor Group Holdings, Inc. | 1,251 | $34.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 702 | $19.2K | 0.00% | −448−39.0% | Reduced |
| Legal & General Group Plc | 597 | $16.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 551 | $15.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 502 | $13.7K | 0.00% | +8+1.6% | Added |
| Tower Research Capital LLC (TRC) | 446 | $12.2K | 0.00% | −361−44.7% | Reduced |
| Metropolitan Life Insurance Co | 392 | $10.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 236 | $6.00K | 0.00% | −374−61.3% | Reduced |
| GAMMA Investing LLC | 49 | $1.34K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 23 | $1.00K | 0.00% | −81−77.9% | Reduced |
| Qube Research & Technologies Ltd | 11 | $301 | 0.00% | +11 | New |
| FNY Investment Advisers, LLC | 30 | $0 | 0.00% | +30 | New |
| LPL Financial LLC | 0 | $0 | 0.00% | −8,055−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |