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, Q4 2024
Institutional positions in Choiceone Financial Services Inc as of Dec 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
- 78
- +7 vs. Q3 2024
- Shares held
- 3.29M
- +270.7K (+9.0%) vs. Q3 2024
- Total value
- $117.1M
- +$23.9M (+25.6%) vs. Q3 2024
- New holders
- 11
- 42 more added
- Sold out
- 4
- 8 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 8 | $285 | 0.00% | +8 | New |
| Brown Brothers Harriman & Co | 47 | $1.68K | 0.00% | +47 | New |
| Harbor Capital Advisors, Inc. | 48 | $2.00K | 0.00% | −1−2.0% | Reduced |
| Federated Hermes, Inc. | 70 | $2.50K | 0.00% | +70 | New |
| Allworth Financial LP | 81 | $2.79K | 0.00% | +81 | New |
| Covestor Ltd | 73 | $3.00K | 0.00% | +41+128.1% | Added |
| R Squared Ltd | 110 | $3.92K | 0.00% | +110 | New |
| Continuum Advisory, LLC | 157 | $5.59K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 182 | $6.49K | 0.00% | −1,646−90.0% | Reduced |
| Amalgamated Bank | 236 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 267 | $9.52K | 0.00% | +245+1,113.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 345 | $12.3K | 0.00% | +211+157.5% | Added |
| Cullen/Frost Bankers, Inc. | 409 | $14.6K | 0.00% | +60+17.2% | Added |
| Fifth Third Bancorp | 551 | $19.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $20.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 586 | $20.9K | 0.00% | +71+13.8% | Added |
| California State Teachers Retirement System | 622 | $22.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 743 | $26.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 879 | $31.3K | 0.00% | −63−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,251 | $44.6K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,575 | $79.6K | 0.03% | +945+58.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,259 | $80.5K | 0.00% | +2,259 | New |
| Globeflex Capital L P | 3,000 | $106.9K | 0.01% | +3,000 | New |
| SG Americas Securities, LLC | 3,456 | $123.0K | 0.00% | +3,456 | New |
| Corebridge Financial, Inc. | 4,143 | $147.7K | 0.00% | −313−7.0% | Reduced |
| MetLife Investment Management | 4,176 | $148.8K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,259 | $151.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,792 | $170.8K | 0.00% | +228+5.0% | Added |
| LSV Asset Management | 4,858 | $173.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 4,881 | $174.0K | 0.00% | +6+0.1% | Added |
| Wells Fargo & Company | 4,891 | $174.3K | 0.00% | +1,065+27.8% | Added |
| Royal Bank of Canada | 5,560 | $198.0K | 0.00% | +1,804+48.0% | Added |
| Citigroup Inc | 6,894 | $245.7K | 0.00% | +823+13.6% | Added |
| HSBC Holdings PLC | 7,173 | $259.7K | 0.00% | +7,173 | New |
| Trexquant Investment LP | 7,519 | $268.0K | 0.00% | +7,519 | New |
| Rhumbline Advisers | 8,165 | $291.0K | 0.00% | +611+8.1% | Added |
| Deutsche Bank AG | 8,457 | $301.4K | 0.00% | +4,393+108.1% | Added |
| BNP Paribas Arbitrage, SA | 9,864 | $351.6K | 0.00% | +9,864 | New |
| NWF Advisory Services Inc. | 10,316 | $367.7K | 0.05% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 11,053 | $393.9K | 0.00% | +7,406+203.1% | Added |
| Bank of America Corp | 11,075 | $394.7K | 0.00% | +5,076+84.6% | Added |
| UBS Group AG | 13,908 | $495.7K | 0.00% | +1,012+7.8% | Added |
| Invesco Ltd. | 14,204 | $506.2K | 0.00% | +483+3.5% | Added |
| Barclays PLC | 15,853 | $565.0K | 0.00% | +2,506+18.8% | Added |
| Nuveen Asset Management, LLC | 15,967 | $569.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,247 | $614.7K | 0.00% | +6,189+56.0% | Added |
| HighTower Advisors, LLC | 17,402 | $620.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 19,457 | $693.4K | 0.00% | +3,127+19.1% | Added |
| LPL Financial LLC | 20,156 | $718.3K | 0.00% | +1,077+5.6% | Added |
| Dimensional Fund Advisors LP | 22,450 | $800.1K | 0.00% | +5,290+30.8% | Added |
| Charles Schwab Investment Management Inc | 23,706 | $844.9K | 0.00% | +1,263+5.6% | Added |
| Citadel Advisors LLC | 24,286 | $865.6K | 0.00% | +2,321+10.6% | Added |
| HBW Advisory Services LLC | 24,779 | $883.1K | 0.13% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 27,165 | $968.2K | 0.02% | −36,644−57.4% | Reduced |
| Bank of New York Mellon Corp | 27,882 | $993.7K | 0.00% | +6,921+33.0% | Added |
| Cerity Partners LLC | 28,346 | $1.01M | 0.00% | −20.0% | Reduced |
| Empowered Funds, LLC | 28,389 | $1.01M | 0.01% | +1,329+4.9% | Added |
| JPMorgan Chase & Co | 29,698 | $1.06M | 0.00% | +18,811+172.8% | Added |
| Goldman Sachs Group Inc | 32,126 | $1.14M | 0.00% | +11,334+54.5% | Added |
| Morgan Stanley | 32,210 | $1.15M | 0.00% | +709+2.3% | Added |
| Russell Investments Group, Ltd. | 33,050 | $1.18M | 0.00% | +7,250+28.1% | Added |
| Shakespeare Wealth Management, Inc. | 38,721 | $1.38M | 0.37% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 49,500 | $1.76M | 0.00% | +20,600+71.3% | Added |
| Maltese Capital Management LLC | 52,005 | $1.85M | 0.28% | −57,539−52.5% | Reduced |
| Bridgeway Capital Management, LLC | 56,889 | $2.03M | 0.05% | +1,329+2.4% | Added |
| Segall Bryant & Hamill, LLC | 61,219 | $2.18M | 0.03% | +25,846+73.1% | Added |
| Jacobs Asset Management, LLC | 62,500 | $2.23M | 1.42% | −37,500−37.5% | Reduced |
| Northern Trust Corp | 65,963 | $2.35M | 0.00% | +1,374+2.1% | Added |
| American Century Companies Inc | 69,842 | $2.49M | 0.00% | +55,926+401.9% | Added |
| Mendon Capital Advisors Corp | 70,928 | $2.53M | 1.43% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 70,928 | $2.53M | 0.06% | 00.0% | Unchanged |
| State Street Corp | 103,469 | $3.69M | 0.00% | +6,374+6.6% | Added |
| Zacks Investment Management | 126,139 | $4.50M | 0.04% | +8,866+7.6% | Added |
| Geode Capital Management, LLC | 188,103 | $6.71M | 0.00% | +761+0.4% | Added |
| Manufacturers Life Insurance Company, The | 224,304 | $7.99M | 0.01% | +890+0.4% | Added |
| Vanguard Group Inc | 438,579 | $15.6M | 0.00% | +36,909+9.2% | Added |
| Fourthstone LLC | 476,103 | $17.0M | 3.31% | +121,473+34.3% | Added |
| BlackRock, Inc. | 526,693 | $18.8M | 0.00% | +31,318+6.3% | Added |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −26,250−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −6,717−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −13−100.0% | Sold out |