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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 13 | $402 | 0.00% | +13 | New |
| Sterling Capital Management LLC | 22 | $680 | 0.00% | +22 | New |
| Covestor Ltd | 32 | $1.00K | 0.00% | −13−28.9% | Reduced |
| Harbor Capital Advisors, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 134 | $4.14K | 0.00% | +134 | New |
| Continuum Advisory, LLC | 157 | $5.59K | 0.00% | +157 | New |
| Amalgamated Bank | 236 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 349 | $10.8K | 0.00% | +349 | New |
| Baldwin Brothers Inc | 423 | $13.1K | 0.00% | +423 | New |
| FMR LLC | 515 | $15.9K | 0.00% | +12+2.4% | Added |
| Fifth Third Bancorp | 551 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $17.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 622 | $19.2K | 0.00% | +112+22.0% | Added |
| Legal & General Group Plc | 743 | $23.0K | 0.00% | +146+24.5% | Added |
| Tower Research Capital LLC (TRC) | 942 | $29.1K | 0.00% | −699−42.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,251 | $38.7K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,630 | $46.7K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,828 | $56.5K | 0.00% | +124+7.3% | Added |
| Arrowstreet Capital, Limited Partnership | 3,647 | $112.7K | 0.00% | +3,647 | New |
| Royal Bank of Canada | 3,756 | $117.0K | 0.00% | +294+8.5% | Added |
| Wells Fargo & Company | 3,826 | $118.3K | 0.00% | +736+23.8% | Added |
| Deutsche Bank AG | 4,064 | $125.6K | 0.00% | +2,365+139.2% | Added |
| MetLife Investment Management | 4,176 | $129.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,259 | $131.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,456 | $137.7K | 0.00% | +672+17.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,564 | $141.1K | 0.00% | +1,310+40.3% | Added |
| LSV Asset Management | 4,858 | $150.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,875 | $151.0K | 0.00% | +61+1.3% | Added |
| Bank of America Corp | 5,999 | $185.4K | 0.00% | +519+9.5% | Added |
| Citigroup Inc | 6,071 | $187.7K | 0.00% | +4,490+284.0% | Added |
| Marshall Wace, LLP | 6,717 | $207.6K | 0.00% | +6,717 | New |
| Rhumbline Advisers | 7,554 | $233.5K | 0.00% | −40−0.5% | Reduced |
| NWF Advisory Services Inc. | 10,316 | $318.9K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,887 | $336.5K | 0.00% | +6,652+157.1% | Added |
| Stifel Financial Corp | 11,058 | $341.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 12,896 | $398.6K | 0.00% | +1,804+16.3% | Added |
| Barclays PLC | 13,347 | $412.6K | 0.00% | +8,463+173.3% | Added |
| Invesco Ltd. | 13,721 | $424.1K | 0.00% | −16,181−54.1% | Reduced |
| American Century Companies Inc | 13,916 | $430.1K | 0.00% | +4,089+41.6% | Added |
| Nuveen Asset Management, LLC | 15,967 | $493.5K | 0.00% | +1,844+13.1% | Added |
| Squarepoint Ops LLC | 16,330 | $504.8K | 0.00% | +16,330 | New |
| Dimensional Fund Advisors LP | 17,160 | $530.3K | 0.00% | +5,766+50.6% | Added |
| HighTower Advisors, LLC | 17,402 | $538.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 19,079 | $589.7K | 0.00% | +1,802+10.4% | Added |
| Goldman Sachs Group Inc | 20,792 | $642.7K | 0.00% | +20,792 | New |
| Bank of New York Mellon Corp | 20,961 | $647.9K | 0.00% | −759−3.5% | Reduced |
| Citadel Advisors LLC | 21,965 | $678.9K | 0.00% | +4,387+25.0% | Added |
| Charles Schwab Investment Management Inc | 22,443 | $693.7K | 0.00% | +3,986+21.6% | Added |
| HBW Advisory Services LLC | 24,779 | $765.9K | 0.11% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,800 | $797.5K | 0.00% | +24,186+1,498.5% | Added |
| Alliancebernstein L.P. | 26,250 | $811.4K | 0.00% | +26,250 | New |
| Empowered Funds, LLC | 27,060 | $836.4K | 0.01% | +1,340+5.2% | Added |
| Cerity Partners LLC | 28,348 | $876.2K | 0.00% | −8,498−23.1% | Reduced |
| Renaissance Technologies LLC | 28,900 | $893.3K | 0.00% | +9,900+52.1% | Added |
| Morgan Stanley | 31,501 | $973.7K | 0.00% | +18,208+137.0% | Added |
| Segall Bryant & Hamill, LLC | 35,373 | $1.09M | 0.01% | +35,373 | New |
| Shakespeare Wealth Management, Inc. | 38,721 | $1.20M | 0.31% | −800−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 55,560 | $1.72M | 0.04% | +1,340+2.5% | Added |
| Kennedy Capital Management, Inc. | 63,809 | $1.97M | 0.04% | +63,809 | New |
| Northern Trust Corp | 64,589 | $2.00M | 0.00% | +8,645+15.5% | 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 |
| State Street Corp | 97,095 | $3.00M | 0.00% | +6,209+6.8% | Added |
| Jacobs Asset Management, LLC | 100,000 | $3.09M | 2.05% | +100,000 | New |
| Maltese Capital Management LLC | 109,544 | $3.39M | 0.55% | +109,544 | New |
| Zacks Investment Management | 117,273 | $3.62M | 0.03% | +117,273 | New |
| Geode Capital Management, LLC | 187,342 | $5.79M | 0.00% | +32,725+21.2% | Added |
| Manufacturers Life Insurance Company, The | 223,414 | $6.91M | 0.01% | +223,414 | New |
| Fourthstone LLC | 354,630 | $11.0M | 2.44% | +354,630 | New |
| Vanguard Group Inc | 401,670 | $12.4M | 0.00% | +51,261+14.6% | Added |
| BlackRock, Inc. | 495,375 | $15.3M | 0.00% | +495,375 | 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 |