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 2026
Institutional positions in Choiceone Financial Services Inc as of Mar 31, 2026. 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
- 119
- +11 vs. Q4 2025
- Shares held
- 6.80M
- +1.52M (+28.9%) vs. Q4 2025
- Total value
- $191.7M
- +$35.9M (+23.1%) vs. Q4 2025
- New holders
- 24
- 40 more added
- Sold out
- 13
- 32 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1 | $28 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 1 | $29 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 3 | $84 | 0.00% | +1+50.0% | Added |
| Essential Partners LLC | 7 | $197 | 0.00% | +5+250.0% | Added |
| MAI Capital Management | 13 | $366 | 0.00% | −3−18.8% | Reduced |
| US Bancorp | 18 | $506 | 0.00% | +18 | New |
| EverSource Wealth Advisors, LLC | 19 | $534 | 0.00% | +10+111.1% | Added |
| Parallel Advisors, LLC | 20 | $562 | 0.00% | +20 | New |
| Versant Capital Management, Inc | 21 | $591 | 0.00% | +21 | New |
| SRS Capital Advisors, Inc. | 22 | $619 | 0.00% | +22 | New |
| Root Financial Partners, LLC | 22 | $619 | 0.00% | +22 | New |
| Basecamp Wealth Advisors LLC | 24 | $675 | 0.00% | +24 | New |
| Rothschild Investment LLC | 25 | $703 | 0.00% | +25 | New |
| Allworth Financial LP | 60 | $1.69K | 0.00% | +36+150.0% | Added |
| Huntington National Bank | 101 | $2.84K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 103 | $2.90K | 0.00% | +8+8.4% | Added |
| Quadrant Capital Group LLC | 118 | $3.32K | 0.00% | +118 | New |
| GAMMA Investing LLC | 126 | $3.54K | 0.00% | +61+93.8% | Added |
| Hoey Investments, Inc | 135 | $3.80K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 153 | $4.00K | 0.00% | +125+446.4% | Added |
| Optiver Holding B.V. | 146 | $4.11K | 0.00% | +24+19.7% | Added |
| The PNC Financial Services Group, Inc. | 172 | $4.84K | 0.00% | +167+3,340.0% | Added |
| Spire Wealth Management | 205 | $5.77K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 248 | $6.97K | 0.00% | −80−24.4% | Reduced |
| Covestor Ltd | 320 | $9.00K | 0.01% | +275+611.1% | Added |
| FMR LLC | 432 | $12.1K | 0.00% | −40−8.5% | Reduced |
| Cranbrook Wealth Management, LLC | 434 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 474 | $13.3K | 0.00% | −357−43.0% | Reduced |
| Rockefeller Capital Management L.P. | 550 | $15.5K | 0.00% | +340+161.9% | Added |
| Fifth Third Bancorp | 551 | $15.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 602 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 675 | $19.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 774 | $21.8K | 0.00% | −107−12.1% | Reduced |
| Harbour Investments, Inc. | 775 | $21.8K | 0.00% | +775 | New |
| Jones Financial Companies LLLP | 1,098 | $29.9K | 0.00% | +23+2.1% | Added |
| Ameritas Investment Partners, Inc. | 1,161 | $32.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,198 | $33.7K | 0.00% | −43−3.5% | Reduced |
| Legal & General Group Plc | 1,297 | $36.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,577 | $44.3K | 0.00% | +844+115.1% | Added |
| Aquatic Capital Management LLC | 1,721 | $48.4K | 0.00% | −7,181−80.7% | Reduced |
| Citigroup Inc | 3,219 | $90.5K | 0.00% | +1,029+47.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,570 | $100.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,078 | $115.0K | 0.00% | −335−7.6% | Reduced |
| New York State Common Retirement Fund | 4,259 | $119.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,407 | $152.1K | 0.00% | −10,635−66.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,885 | $193.6K | 0.00% | +257+3.9% | Added |
| Commonwealth Equity Services, LLC | 7,716 | $217.0K | 0.00% | +63+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 7,942 | $223.3K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 8,100 | $227.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,596 | $241.7K | 0.00% | +426+5.2% | Added |
| MetLife Investment Management | 8,665 | $243.7K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 8,675 | $243.9K | 0.00% | +8,675 | New |
| Thrivent Financial for Lutherans | 8,799 | $247.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,318 | $262.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,513 | $267.5K | 0.00% | −2,000−17.4% | Reduced |
| Price T Rowe Associates Inc | 9,831 | $277.0K | 0.00% | +1,253+14.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,480 | $294.7K | 0.00% | −3,497−25.0% | Reduced |
| Vanguard Global Advisers, LLC | 10,622 | $298.7K | 0.00% | +10,622 | New |
| Quantinno Capital Management LP | 10,832 | $304.6K | 0.00% | +10,832 | New |
| Stifel Financial Corp | 11,058 | $311.0K | 0.00% | 00.0% | Unchanged |
| Odyssean, LLC | 11,185 | $314.5K | 0.11% | +11,185 | New |
| Squarepoint Ops LLC | 12,127 | $341.0K | 0.00% | −88,053−87.9% | Reduced |
| Blair William & Co | 12,361 | $347.6K | 0.00% | −4,914−28.4% | Reduced |
| Deutsche Bank AG | 13,349 | $375.4K | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 13,682 | $384.7K | 0.07% | +13,682 | New |
| Creative Planning | 14,832 | $417.1K | 0.00% | +5,020+51.2% | Added |
| Susquehanna Fundamental Investments, LLC | 15,347 | $431.6K | 0.02% | −10,970−41.7% | Reduced |
| Wellington Management Group LLP | 16,605 | $466.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,129 | $481.7K | 0.00% | −1,235−6.7% | Reduced |
| Rhumbline Advisers | 17,785 | $500.1K | 0.00% | +33+0.2% | Added |
| HighTower Advisors, LLC | 18,493 | $520.0K | 0.00% | −25−0.1% | Reduced |
| UBS Group AG | 19,072 | $536.3K | 0.00% | −15,947−45.5% | Reduced |
| SEI Investments Co | 19,392 | $545.3K | 0.00% | +19,392 | New |
| Ameriprise Financial Inc | 20,820 | $585.5K | 0.00% | +20,820 | New |
| Numerai GP LLC | 22,182 | $623.8K | 0.06% | +22,182 | New |
| Invesco Ltd. | 22,517 | $633.2K | 0.00% | +2,418+12.0% | Added |
| Barclays PLC | 24,776 | $696.7K | 0.00% | −18,167−42.3% | Reduced |
| HBW Advisory Services LLC | 24,779 | $696.8K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,667 | $721.8K | 0.00% | −121,115−82.5% | Reduced |
| HSBC Holdings PLC | 26,903 | $757.9K | 0.00% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 27,198 | $764.8K | 0.18% | −485−1.8% | Reduced |
| Point72 Asset Management, L.P. | 28,200 | $793.0K | 0.00% | +28,200 | New |
| Cerity Partners LLC | 28,809 | $810.1K | 0.00% | −1,049−3.5% | Reduced |
| Trexquant Investment LP | 31,427 | $883.7K | 0.01% | +3,757+13.6% | Added |
| Citadel Advisors LLC | 37,094 | $1.04M | 0.00% | −66,637−64.2% | Reduced |
| Charles Schwab Investment Management Inc | 38,841 | $1.09M | 0.00% | −4,510−10.4% | Reduced |
| Bank of America Corp | 39,673 | $1.12M | 0.00% | +1,811+4.8% | Added |
| JPMorgan Chase & Co | 41,824 | $1.16M | 0.00% | −10,199−19.6% | Reduced |
| Raymond James Financial Inc | 42,690 | $1.20M | 0.00% | −17,860−29.5% | Reduced |
| Empowered Funds, LLC | 42,998 | $1.21M | 0.01% | +42,998 | New |
| Millennium Management LLC | 45,263 | $1.27M | 0.00% | +22,706+100.7% | Added |
| Brown Brothers Harriman & Co | 45,787 | $1.29M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 47,611 | $1.34M | 0.00% | +2,274+5.0% | Added |
| AQR Capital Management LLC | 48,075 | $1.35M | 0.00% | +40,564+540.1% | Added |
| First Trust Advisors LP | 49,296 | $1.39M | 0.00% | −437−0.9% | Reduced |
| LPL Financial LLC | 52,983 | $1.49M | 0.00% | −336−0.6% | Reduced |
| Nuveen, LLC | 55,506 | $1.56M | 0.00% | +35,723+180.6% | Added |
| Bank of New York Mellon Corp | 62,406 | $1.75M | 0.00% | +2,114+3.5% | Added |
| Qube Research & Technologies Ltd | 69,020 | $1.94M | 0.00% | +29,941+76.6% | Added |
| Bridgeway Capital Management, LLC | 71,498 | $2.01M | 0.04% | +9,842+16.0% | Added |