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