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 2024
Institutional positions in Choiceone Financial Services Inc as of Jun 30, 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
- 55
- +2 vs. Q1 2024
- Shares held
- 1.55M
- −2.30K (−0.1%) vs. Q1 2024
- Total value
- $44.3M
- +$1.89M (+4.5%) vs. Q1 2024
- New holders
- 6
- 22 more added
- Sold out
- 4
- 12 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 399,525 | $11.4M | 0.00% | +10,122+2.6% | Added |
| Vanguard Group Inc | 350,409 | $10.0M | 0.00% | −281−0.1% | Reduced |
| Geode Capital Management, LLC | 154,617 | $4.43M | 0.00% | +5,884+4.0% | Added |
| State Street Corp | 90,886 | $2.60M | 0.00% | +138+0.2% | Added |
| Northern Trust Corp | 55,944 | $1.60M | 0.00% | −1,326−2.3% | Reduced |
| Bridgeway Capital Management, LLC | 54,220 | $1.55M | 0.04% | +1,800+3.4% | Added |
| Shakespeare Wealth Management, Inc. | 39,521 | $1.13M | 0.33% | 00.0% | Unchanged |
| Cerity Partners LLC | 36,846 | $1.06M | 0.00% | −36,854−50.0% | Reduced |
| Invesco Ltd. | 29,902 | $856.7K | 0.00% | +973+3.4% | Added |
| Empowered Funds, LLC | 25,720 | $736.9K | 0.01% | +1,800+7.5% | Added |
| HBW Advisory Services LLC | 24,779 | $709.9K | 0.12% | +150+0.6% | Added |
| Bank of New York Mellon Corp | 21,720 | $622.3K | 0.00% | +1,425+7.0% | Added |
| Renaissance Technologies LLC | 19,000 | $544.4K | 0.00% | +1,300+7.3% | Added |
| Charles Schwab Investment Management Inc | 18,457 | $528.8K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,578 | $503.6K | 0.00% | +3,233+22.5% | Added |
| HighTower Advisors, LLC | 17,402 | $498.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 17,277 | $495.0K | 0.00% | +17,277 | New |
| Nuveen Asset Management, LLC | 14,123 | $404.6K | 0.00% | +3,292+30.4% | Added |
| Morgan Stanley | 13,293 | $380.9K | 0.00% | −423−3.1% | Reduced |
| Dimensional Fund Advisors LP | 11,394 | $325.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 11,092 | $317.8K | 0.00% | −4,834−30.4% | Reduced |
| Stifel Financial Corp | 11,058 | $316.8K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 10,316 | $295.6K | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 9,827 | $281.5K | 0.00% | −100−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 9,798 | $280.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 8,518 | $237.2K | 0.00% | +8,518 | New |
| Rhumbline Advisers | 7,594 | $217.6K | 0.00% | +348+4.8% | Added |
| Bank of America Corp | 5,480 | $157.0K | 0.00% | +1,422+35.0% | Added |
| Barclays PLC | 4,884 | $139.9K | 0.00% | −2,430−33.2% | Reduced |
| LSV Asset Management | 4,858 | $139.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,814 | $138.0K | 0.00% | +16+0.3% | Added |
| New York State Common Retirement Fund | 4,259 | $122.0K | 0.00% | −20.0% | Reduced |
| JPMorgan Chase & Co | 4,235 | $121.3K | 0.00% | −8,954−67.9% | Reduced |
| MetLife Investment Management | 4,176 | $119.6K | 0.00% | +392+10.4% | Added |
| Corebridge Financial, Inc. | 3,784 | $108.4K | 0.00% | +3,784 | New |
| Royal Bank of Canada | 3,462 | $99.0K | 0.00% | +506+17.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,254 | $93.2K | 0.00% | +3,254 | New |
| Wells Fargo & Company | 3,090 | $88.5K | 0.00% | +625+25.4% | Added |
| ICA Group Wealth Management, LLC | 2,935 | $84.1K | 0.05% | −12,676−81.2% | Reduced |
| Huntington National Bank | 1,704 | $48.8K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,699 | $48.7K | 0.00% | −1,502−46.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,641 | $47.0K | 0.00% | +1,195+267.9% | Added |
| Gradient Investments LLC | 1,630 | $46.7K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,630 | $46.7K | 0.02% | +1,630 | New |
| Russell Investments Group, Ltd. | 1,614 | $46.2K | 0.00% | +1,614 | New |
| Citigroup Inc | 1,581 | $45.3K | 0.00% | +269+20.5% | Added |
| Advisor Group Holdings, Inc. | 1,251 | $35.8K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 597 | $17.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 551 | $15.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 510 | $14.6K | 0.00% | −192−27.4% | Reduced |
| FMR LLC | 503 | $14.4K | 0.00% | +1+0.2% | Added |
| Amalgamated Bank | 236 | $7.00K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 212 | $6.07K | 0.00% | +201+1,827.3% | Added |
| Covestor Ltd | 45 | $1.00K | 0.00% | +22+95.7% | Added |
| American International Group, Inc. | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |