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 2024
Institutional positions in Choiceone Financial Services Inc as of Sep 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
- 71
- +18 vs. Q2 2024
- Shares held
- 3.02M
- +1.87M (+163.7%) vs. Q2 2024
- Total value
- $93.2M
- +$60.5M (+184.6%) vs. Q2 2024
- New holders
- 22
- 30 more added
- Sold out
- 4
- 7 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 495,375 | $15.3M | 0.00% | +495,375 | New |
| Vanguard Group Inc | 401,670 | $12.4M | 0.00% | +51,261+14.6% | Added |
| Fourthstone LLC | 354,630 | $11.0M | 2.44% | +354,630 | New |
| Manufacturers Life Insurance Company, The | 223,414 | $6.91M | 0.01% | +223,414 | New |
| Geode Capital Management, LLC | 187,342 | $5.79M | 0.00% | +32,725+21.2% | Added |
| Zacks Investment Management | 117,273 | $3.62M | 0.03% | +117,273 | New |
| Maltese Capital Management LLC | 109,544 | $3.39M | 0.55% | +109,544 | New |
| Jacobs Asset Management, LLC | 100,000 | $3.09M | 2.05% | +100,000 | New |
| State Street Corp | 97,095 | $3.00M | 0.00% | +6,209+6.8% | Added |
| Mendon Capital Advisors Corp | 70,928 | $2.19M | 1.49% | +70,928 | New |
| RMB Capital Management, LLC | 70,928 | $2.19M | 0.05% | +70,928 | New |
| Northern Trust Corp | 64,589 | $2.00M | 0.00% | +8,645+15.5% | Added |
| Kennedy Capital Management, Inc. | 63,809 | $1.97M | 0.04% | +63,809 | New |
| Bridgeway Capital Management, LLC | 55,560 | $1.72M | 0.04% | +1,340+2.5% | Added |
| Shakespeare Wealth Management, Inc. | 38,721 | $1.20M | 0.31% | −800−2.0% | Reduced |
| Segall Bryant & Hamill, LLC | 35,373 | $1.09M | 0.01% | +35,373 | New |
| Morgan Stanley | 31,501 | $973.7K | 0.00% | +18,208+137.0% | Added |
| Renaissance Technologies LLC | 28,900 | $893.3K | 0.00% | +9,900+52.1% | Added |
| Cerity Partners LLC | 28,348 | $876.2K | 0.00% | −8,498−23.1% | Reduced |
| Empowered Funds, LLC | 27,060 | $836.4K | 0.01% | +1,340+5.2% | Added |
| Alliancebernstein L.P. | 26,250 | $811.4K | 0.00% | +26,250 | New |
| Russell Investments Group, Ltd. | 25,800 | $797.5K | 0.00% | +24,186+1,498.5% | Added |
| HBW Advisory Services LLC | 24,779 | $765.9K | 0.11% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,443 | $693.7K | 0.00% | +3,986+21.6% | Added |
| Citadel Advisors LLC | 21,965 | $678.9K | 0.00% | +4,387+25.0% | Added |
| Bank of New York Mellon Corp | 20,961 | $647.9K | 0.00% | −759−3.5% | Reduced |
| Goldman Sachs Group Inc | 20,792 | $642.7K | 0.00% | +20,792 | New |
| LPL Financial LLC | 19,079 | $589.7K | 0.00% | +1,802+10.4% | Added |
| HighTower Advisors, LLC | 17,402 | $538.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 17,160 | $530.3K | 0.00% | +5,766+50.6% | Added |
| Squarepoint Ops LLC | 16,330 | $504.8K | 0.00% | +16,330 | New |
| Nuveen Asset Management, LLC | 15,967 | $493.5K | 0.00% | +1,844+13.1% | Added |
| American Century Companies Inc | 13,916 | $430.1K | 0.00% | +4,089+41.6% | Added |
| Invesco Ltd. | 13,721 | $424.1K | 0.00% | −16,181−54.1% | Reduced |
| Barclays PLC | 13,347 | $412.6K | 0.00% | +8,463+173.3% | Added |
| UBS Group AG | 12,896 | $398.6K | 0.00% | +1,804+16.3% | Added |
| Stifel Financial Corp | 11,058 | $341.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,887 | $336.5K | 0.00% | +6,652+157.1% | Added |
| NWF Advisory Services Inc. | 10,316 | $318.9K | 0.05% | 00.0% | Unchanged |
| Rhumbline Advisers | 7,554 | $233.5K | 0.00% | −40−0.5% | Reduced |
| Marshall Wace, LLP | 6,717 | $207.6K | 0.00% | +6,717 | New |
| Citigroup Inc | 6,071 | $187.7K | 0.00% | +4,490+284.0% | Added |
| Bank of America Corp | 5,999 | $185.4K | 0.00% | +519+9.5% | Added |
| CWM, LLC | 4,875 | $151.0K | 0.00% | +61+1.3% | Added |
| LSV Asset Management | 4,858 | $150.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,564 | $141.1K | 0.00% | +1,310+40.3% | Added |
| Corebridge Financial, Inc. | 4,456 | $137.7K | 0.00% | +672+17.8% | Added |
| New York State Common Retirement Fund | 4,259 | $131.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,176 | $129.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,064 | $125.6K | 0.00% | +2,365+139.2% | Added |
| Wells Fargo & Company | 3,826 | $118.3K | 0.00% | +736+23.8% | Added |
| Royal Bank of Canada | 3,756 | $117.0K | 0.00% | +294+8.5% | Added |
| Arrowstreet Capital, Limited Partnership | 3,647 | $112.7K | 0.00% | +3,647 | New |
| Huntington National Bank | 1,828 | $56.5K | 0.00% | +124+7.3% | Added |
| Mattson Financial Services, LLC | 1,630 | $46.7K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,251 | $38.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 942 | $29.1K | 0.00% | −699−42.6% | Reduced |
| Legal & General Group Plc | 743 | $23.0K | 0.00% | +146+24.5% | Added |
| California State Teachers Retirement System | 622 | $19.2K | 0.00% | +112+22.0% | Added |
| Ameritas Investment Partners, Inc. | 577 | $17.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 551 | $17.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 515 | $15.9K | 0.00% | +12+2.4% | Added |
| Baldwin Brothers Inc | 423 | $13.1K | 0.00% | +423 | New |
| Cullen/Frost Bankers, Inc. | 349 | $10.8K | 0.00% | +349 | New |
| Amalgamated Bank | 236 | $7.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 157 | $5.59K | 0.00% | +157 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 134 | $4.14K | 0.00% | +134 | New |
| Harbor Capital Advisors, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Covestor Ltd | 32 | $1.00K | 0.00% | −13−28.9% | Reduced |
| Sterling Capital Management LLC | 22 | $680 | 0.00% | +22 | New |
| Capital Performance Advisors LLP | 13 | $402 | 0.00% | +13 | New |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −9,798−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −8,518−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |