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, Q2 2026
Institutional positions in Choiceone Financial Services Inc as of Jun 30, 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
- 126
- +9 vs. Q1 2026
- Shares held
- 7.00M
- +210.4K (+3.1%) vs. Q1 2026
- Total value
- $236.0M
- +$44.6M (+23.3%) vs. Q1 2026
- New holders
- 24
- 52 more added
- Sold out
- 15
- 23 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Choiceone Financial Services Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $34 | 0.00% | −100−99.0% | Reduced |
| JPL Wealth Management, LLC | 2 | $68 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 3 | $102 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 7 | $238 | 0.00% | +7 | New |
| CoreCap Advisors, LLC | 8 | $272 | 0.00% | +8 | New |
| Wealth Enhancement Trust Services, Inc. | 11 | $374 | 0.00% | +11 | New |
| Parallel Advisors, LLC | 20 | $680 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $714 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 21 | $714 | 0.00% | +21 | New |
| Larson Financial Group LLC | 31 | $1.05K | 0.00% | +31 | New |
| Basecamp Wealth Advisors LLC | 32 | $1.09K | 0.00% | +8+33.3% | Added |
| True Wealth Design, LLC | 32 | $1.09K | 0.00% | +31+3,100.0% | Added |
| Optiver Holding B.V. | 34 | $1.16K | 0.00% | −112−76.7% | Reduced |
| US Bancorp | 38 | $1.29K | 0.00% | +20+111.1% | Added |
| Farther Finance Advisors, LLC | 45 | $1.53K | 0.00% | +45 | New |
| Federated Hermes, Inc. | 58 | $1.97K | 0.00% | +58 | New |
| EverSource Wealth Advisors, LLC | 73 | $2.48K | 0.00% | +54+284.2% | Added |
| Rothschild Investment LLC | 93 | $3.16K | 0.00% | +68+272.0% | Added |
| UBS Asset Management Americas Inc | 103 | $3.50K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 104 | $3.54K | 0.00% | +97+1,385.7% | Added |
| GAMMA Investing LLC | 126 | $4.28K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 135 | $4.59K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 172 | $5.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 195 | $6.63K | 0.00% | +194+19,400.0% | Added |
| California State Teachers Retirement System | 198 | $6.73K | 0.00% | −576−74.4% | Reduced |
| Spire Wealth Management | 205 | $6.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 351 | $12.0K | 0.01% | +31+9.7% | Added |
| Allworth Financial LP | 432 | $14.7K | 0.00% | +372+620.0% | Added |
| Cranbrook Wealth Management, LLC | 434 | $14.8K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 511 | $17.4K | 0.00% | +79+18.3% | Added |
| Rockefeller Capital Management L.P. | 550 | $18.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 551 | $18.7K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 602 | $20.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 675 | $22.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 775 | $26.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 890 | $30.3K | 0.00% | +868+3,945.5% | Added |
| Jones Financial Companies LLLP | 1,103 | $36.3K | 0.00% | +5+0.5% | Added |
| Ameritas Investment Partners, Inc. | 1,161 | $39.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,415 | $48.1K | 0.00% | −162−10.3% | Reduced |
| Legal & General Group Plc | 1,450 | $49.3K | 0.00% | +153+11.8% | Added |
| SG Americas Securities, LLC | 4,224 | $144.0K | 0.00% | +4,224 | New |
| New York State Common Retirement Fund | 4,259 | $144.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,411 | $150.0K | 0.00% | +333+8.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,924 | $167.4K | 0.00% | +1,354+37.9% | Added |
| Advisor Group Holdings, Inc. | 5,513 | $187.4K | 0.00% | −4,000−42.0% | Reduced |
| Rafferty Asset Management, LLC | 6,091 | $207.1K | 0.00% | +6,091 | New |
| Stifel Financial Corp | 6,189 | $210.4K | 0.00% | −4,869−44.0% | Reduced |
| Odyssean, LLC | 6,259 | $212.8K | 0.03% | −4,926−44.0% | Reduced |
| Centiva Capital, LP | 6,560 | $223.0K | 0.01% | +6,560 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,621 | $225.1K | 0.00% | −264−3.8% | Reduced |
| Meridian Financial Partners LLC | 7,125 | $239.1K | 0.08% | +7,125 | New |
| Sequoia Financial Advisors, LLC | 7,122 | $242.1K | 0.00% | +7,122 | New |
| Russell Investments Group, Ltd. | 7,289 | $247.8K | 0.00% | +6,091+508.4% | Added |
| Mariner, LLC | 7,323 | $249.0K | 0.00% | +7,323 | New |
| Semanteon Capital Management, LP | 7,331 | $249.3K | 1.13% | +7,331 | New |
| Mutual Advisors, LLC | 7,633 | $259.5K | 0.00% | +7,633 | New |
| Commonwealth Equity Services, LLC | 7,739 | $263.1K | 0.00% | +23+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 7,942 | $270.0K | 0.00% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 8,100 | $275.4K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,341 | $283.6K | 0.00% | +8,341 | New |
| Sterling Capital Management LLC | 8,350 | $283.9K | 0.00% | +7,876+1,661.6% | Added |
| MetLife Investment Management | 8,665 | $294.6K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 8,799 | $299.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 9,025 | $306.9K | 0.00% | +9,025 | New |
| Gradient Investments LLC | 9,318 | $316.8K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,241 | $348.2K | 0.00% | −21,186−67.4% | Reduced |
| Ieq Capital, LLC | 10,592 | $360.1K | 0.00% | +10,592 | New |
| Vanguard Global Advisers, LLC | 10,622 | $361.1K | 0.00% | 00.0% | Unchanged |
| Numerai GP LLC | 10,698 | $363.7K | 0.03% | −11,484−51.8% | Reduced |
| SEI Investments Co | 11,892 | $404.3K | 0.00% | −7,500−38.7% | Reduced |
| Price T Rowe Associates Inc | 11,964 | $407.0K | 0.00% | +2,133+21.7% | Added |
| Wells Fargo & Company | 12,044 | $409.5K | 0.00% | +6,637+122.7% | Added |
| Blair William & Co | 12,589 | $428.0K | 0.00% | +228+1.8% | Added |
| XTX Topco Ltd | 12,920 | $439.3K | 0.01% | +12,920 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 13,088 | $445.0K | 0.00% | +2,608+24.9% | Added |
| Susquehanna Fundamental Investments, LLC | 13,747 | $467.4K | 0.01% | −1,600−10.4% | Reduced |
| Deutsche Bank AG | 13,814 | $469.7K | 0.00% | +465+3.5% | Added |
| Citigroup Inc | 14,002 | $476.1K | 0.00% | +10,783+335.0% | Added |
| Rhumbline Advisers | 18,190 | $618.5K | 0.00% | +405+2.3% | Added |
| HighTower Advisors, LLC | 18,553 | $630.8K | 0.00% | +60+0.3% | Added |
| Creative Planning | 18,834 | $640.4K | 0.00% | +4,002+27.0% | Added |
| BNP Paribas Arbitrage, SA | 19,333 | $657.3K | 0.00% | +2,204+12.9% | Added |
| CWM Advisors, LLC | 20,053 | $681.8K | 0.03% | +20,053 | New |
| Invesco Ltd. | 20,409 | $693.9K | 0.00% | −2,108−9.4% | Reduced |
| Ameriprise Financial Inc | 20,820 | $707.9K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 20,994 | $713.8K | 0.00% | −7,206−25.6% | Reduced |
| STRS Ohio | 21,600 | $734.4K | 0.00% | +21,600 | New |
| HBW Advisory Services LLC | 24,779 | $842.5K | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 25,127 | $845.0K | 0.00% | −1,776−6.6% | Reduced |
| Barclays PLC | 27,104 | $921.5K | 0.00% | +2,328+9.4% | Added |
| Shakespeare Wealth Management, Inc. | 27,198 | $924.7K | 0.24% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 28,600 | $972.4K | 0.00% | +17,768+164.0% | Added |
| Cerity Partners LLC | 30,510 | $1.04M | 0.00% | +1,701+5.9% | Added |
| UBS Group AG | 35,266 | $1.20M | 0.00% | +16,194+84.9% | Added |
| Charles Schwab Investment Management Inc | 42,186 | $1.43M | 0.00% | +3,345+8.6% | Added |
| D. E. Shaw & Co., Inc. | 43,598 | $1.48M | 0.00% | −4,013−8.4% | Reduced |
| JPMorgan Chase & Co | 44,310 | $1.50M | 0.00% | +2,486+5.9% | Added |
| Brown Brothers Harriman & Co | 45,787 | $1.56M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 46,209 | $1.57M | 0.01% | +3,211+7.5% | Added |