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, Q1 2025
Institutional positions in Choiceone Financial Services Inc as of Mar 31, 2025. 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
- 88
- +11 vs. Q4 2024
- Shares held
- 5.38M
- +2.11M (+64.4%) vs. Q4 2024
- Total value
- $154.7M
- +$38.2M (+32.7%) vs. Q4 2024
- New holders
- 22
- 21 more added
- Sold out
- 11
- 32 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 44 | $1.27K | 0.00% | +44 | New |
| Covestor Ltd | 52 | $2.00K | 0.00% | −21−28.8% | Reduced |
| GAMMA Investing LLC | 98 | $2.82K | 0.00% | +90+1,125.0% | Added |
| Huntington National Bank | 101 | $2.91K | 0.00% | −81−44.5% | Reduced |
| Harbor Capital Advisors, Inc. | 88 | $3.00K | 0.00% | +40+83.3% | Added |
| BOK Financial Private Wealth, Inc. | 135 | $3.88K | 0.00% | +135 | New |
| Sterling Capital Management LLC | 144 | $4.14K | 0.00% | −123−46.1% | Reduced |
| Amalgamated Bank | 288 | $8.00K | 0.00% | +52+22.0% | Added |
| Tower Research Capital LLC (TRC) | 315 | $9.06K | 0.00% | −564−64.2% | Reduced |
| FMR LLC | 417 | $12.0K | 0.00% | −169−28.8% | Reduced |
| Point72 (DIFC) Ltd | 492 | $14.2K | 0.00% | +492 | New |
| Fifth Third Bancorp | 551 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 577 | $16.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 622 | $17.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 743 | $21.4K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 1,300 | $37.0K | 0.00% | −3,558−73.2% | Reduced |
| Mattson Financial Services, LLC | 1,630 | $46.9K | 0.01% | −945−36.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,259 | $65.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3,000 | $86.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,513 | $101.1K | 0.00% | +2,262+180.8% | Added |
| Corebridge Financial, Inc. | 4,083 | $117.5K | 0.00% | −60−1.4% | Reduced |
| MetLife Investment Management | 4,176 | $120.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,259 | $122.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,526 | $130.0K | 0.00% | −1,034−18.6% | Reduced |
| Wells Fargo & Company | 5,003 | $143.9K | 0.00% | +112+2.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 5,026 | $144.6K | 0.00% | +234+4.9% | Added |
| Citigroup Inc | 6,276 | $180.6K | 0.00% | −618−9.0% | Reduced |
| BNP Paribas Arbitrage, SA | 6,604 | $190.0K | 0.00% | −3,260−33.0% | Reduced |
| Cubist Systematic Strategies, LLC | 6,766 | $194.7K | 0.00% | +6,766 | New |
| Deutsche Bank AG | 7,250 | $208.6K | 0.00% | −1,207−14.3% | Reduced |
| Rhumbline Advisers | 7,575 | $217.9K | 0.00% | −590−7.2% | Reduced |
| CWM, LLC | 7,757 | $223.0K | 0.00% | +2,876+58.9% | Added |
| Acorn Wealth Advisors, LLC | 7,924 | $228.0K | 0.09% | +7,924 | New |
| NWF Advisory Services Inc. | 8,000 | $230.2K | 0.03% | −2,316−22.5% | Reduced |
| Capstone Financial Advisors, Inc. | 8,100 | $233.0K | 0.01% | +8,100 | New |
| Hoey Investments, Inc | 8,235 | $236.9K | 0.05% | +8,235 | New |
| Penn Mutual Asset Management, LLC | 8,500 | $244.5K | 0.47% | +8,500 | New |
| Bank of America Corp | 9,004 | $259.0K | 0.00% | −2,071−18.7% | Reduced |
| Gradient Investments LLC | 9,318 | $268.1K | 0.01% | +9,318 | New |
| Qube Research & Technologies Ltd | 10,607 | $305.2K | 0.00% | +10,607 | New |
| Arrowstreet Capital, Limited Partnership | 11,053 | $318.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,058 | $318.1K | 0.00% | −6,189−35.9% | Reduced |
| Susquehanna International Group, LLP | 11,425 | $328.7K | 0.00% | +11,425 | New |
| Invesco Ltd. | 12,709 | $365.6K | 0.00% | −1,495−10.5% | Reduced |
| UBS Group AG | 14,773 | $425.0K | 0.00% | +865+6.2% | Added |
| Squarepoint Ops LLC | 15,038 | $432.6K | 0.00% | −4,419−22.7% | Reduced |
| Nuveen, LLC | 15,967 | $459.4K | 0.00% | +15,967 | New |
| Jane Street Group, LLC | 16,570 | $476.7K | 0.00% | +16,570 | New |
| Wellington Management Group LLP | 16,605 | $477.7K | 0.00% | +16,605 | New |
| Barclays PLC | 17,302 | $497.8K | 0.00% | +1,449+9.1% | Added |
| HighTower Advisors, LLC | 18,518 | $532.8K | 0.00% | +1,116+6.4% | Added |
| LPL Financial LLC | 20,166 | $580.2K | 0.00% | +100.0% | Added |
| Charles Schwab Investment Management Inc | 23,706 | $682.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 23,799 | $684.7K | 0.00% | −5,899−19.9% | Reduced |
| HBW Advisory Services LLC | 24,779 | $712.9K | 0.10% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 27,154 | $781.2K | 0.00% | −4,972−15.5% | Reduced |
| Kennedy Capital Management, Inc. | 27,165 | $781.5K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,289 | $785.1K | 0.00% | −593−2.1% | Reduced |
| Cerity Partners LLC | 28,324 | $814.9K | 0.00% | −22−0.1% | Reduced |
| Russell Investments Group, Ltd. | 28,937 | $832.5K | 0.00% | −4,113−12.4% | Reduced |
| Millennium Management LLC | 29,459 | $847.5K | 0.00% | +29,459 | New |
| Empowered Funds, LLC | 30,701 | $883.3K | 0.01% | +2,312+8.1% | Added |
| Dimensional Fund Advisors LP | 37,114 | $1.07M | 0.00% | +14,664+65.3% | Added |
| Shakespeare Wealth Management, Inc. | 37,621 | $1.08M | 0.29% | −1,100−2.8% | Reduced |
| Marshall Wace, LLP | 38,058 | $1.09M | 0.00% | +38,058 | New |
| Zacks Investment Management | 38,335 | $1.10M | 0.01% | −87,804−69.6% | Reduced |
| Two Sigma Advisers, LP | 38,800 | $1.12M | 0.00% | +38,800 | New |
| Renaissance Technologies LLC | 45,200 | $1.30M | 0.00% | −4,300−8.7% | Reduced |
| Mendon Capital Advisors Corp | 50,000 | $1.44M | 0.67% | −20,928−29.5% | Reduced |
| Morgan Stanley | 51,043 | $1.47M | 0.00% | +18,833+58.5% | Added |
| RMB Capital Management, LLC | 51,200 | $1.47M | 0.04% | −19,728−27.8% | Reduced |
| Maltese Capital Management LLC | 52,005 | $1.50M | 0.24% | 00.0% | Unchanged |
| Raymond James Financial Inc | 54,608 | $1.57M | 0.00% | +54,608 | New |
| Two Sigma Investments, LP | 55,032 | $1.58M | 0.00% | +55,032 | New |
| Bridgeway Capital Management, LLC | 59,201 | $1.70M | 0.04% | +2,312+4.1% | Added |
| Northern Trust Corp | 64,922 | $1.87M | 0.00% | −1,041−1.6% | Reduced |
| Citadel Advisors LLC | 74,326 | $2.14M | 0.00% | +50,040+206.0% | Added |
| American Century Companies Inc | 102,982 | $2.96M | 0.00% | +33,140+47.4% | Added |
| State Street Corp | 106,469 | $3.06M | 0.00% | +3,000+2.9% | Added |
| Jacobs Asset Management, LLC | 156,159 | $4.49M | 2.84% | +93,659+149.9% | Added |
| Geode Capital Management, LLC | 190,221 | $5.47M | 0.00% | +2,118+1.1% | Added |
| Manufacturers Life Insurance Company, The | 223,652 | $6.43M | 0.01% | −652−0.3% | Reduced |
| Gendell Jeffrey L | 231,780 | $6.67M | 0.29% | +231,780 | New |
| Banc Funds Co LLC | 303,381 | $8.73M | 1.15% | +303,381 | New |
| Alliancebernstein L.P. | 400,236 | $11.5M | 0.00% | +400,236 | New |
| Vanguard Group Inc | 437,778 | $12.6M | 0.00% | −801−0.2% | Reduced |
| BlackRock, Inc. | 514,127 | $14.8M | 0.00% | −12,566−2.4% | Reduced |
| Fourthstone LLC | 1,355,650 | $39.0M | 9.67% | +879,547+184.7% | Added |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −61,219−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,519−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,173−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |