Choiceone Financial SVCSCOFS
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 71 institutions reported holding Choiceone Financial SVCS Inc. (COFS) in their 13F filings, up 16 from Q2 2024. 20 opened new positions and 4 sold out. The largest holders were BlackRock, Inc. ($15.3M), Vanguard Group Inc. ($12.4M) and Fourthstone LLC ($11.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Choiceone Financial SVCS Inc.
- CUSIP
- 170386106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $37.7M |
| Exits | 4 | $571K |
All 13F filers, Q2 2024 → Q3 2024: 1,424,208 shares bought and 47,148 shares sold, net +1,377,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| BlackRock, Inc. | 0.00% | — | 495,375 | $15.3M |
| Vanguard Group Inc. | 0.00% | Add +14.6% | 401,670 | $12.4M |
| Fourthstone LLC | 2.44% | New | 354,630 | $11.0M |
| Manufacturers Life Insurance Company, The | 0.01% | New | 223,414 | $6.9M |
| Geode Capital Management, LLC | 0.00% | Add +21.2% | 187,342 | $5.8M |
| Zacks Investment Management | 0.03% | New | 117,273 | $3.6M |
| Maltese Capital Management LLC | 0.55% | New | 109,544 | $3.4M |
| Jacobs Asset Management, LLC | 2.05% | New | 100,000 | $3.1M |
| State Street Corp. | 0.00% | Add +6.8% | 97,095 | $3.0M |
| Mendon Capital Advisors Corp. | 1.41% | New | 70,928 | $2.2M |
| Curi Capital, LLC | 0.05% | New | 70,928 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +15.4% | 64,589 | $2.0M |
| Kennedy Capital Management LLC | 0.04% | New | 63,809 | $2.0M |
| Bridgeway Capital Management, LLC | 0.04% | Add +2.5% | 55,560 | $1.7M |
| Shakespeare Wealth Management, LLC | 0.31% | Reduce -2.0% | 38,721 | $1.2M |
| Segall Bryant & Hamill, LLC | 0.01% | New | 35,373 | $1.1M |
| Morgan Stanley | 0.00% | Add +137.0% | 31,501 | $974K |
| Renaissance Technologies | 0.00% | Add +52.1% | 28,900 | $893K |
| Cerity Partners LLC | 0.00% | Reduce -23.1% | 28,348 | $876K |
| Empowered Funds, LLC | 0.01% | Add +5.2% | 27,060 | $836K |
| Alliancebernstein L.P. | 0.00% | New | 26,250 | $811K |
| Russell Investments Group, Ltd. | 0.00% | Add +1498.5% | 25,800 | $797K |
| HBW Advisory Services LLC | 0.11% | No change | 24,779 | $766K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +21.6% | 22,443 | $694K |
| Citadel Advisors | 0.00% | Add +25.0% | 21,965 | $679K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 20,961 | $648K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,792 | $643K |
| LPL Financial LLC | 0.00% | Add +10.4% | 19,079 | $590K |
| HighTower Advisors, LLC | 0.00% | No change | 17,402 | $538K |
| Dimensional Fund Advisors LP | 0.00% | Add +50.6% | 17,160 | $530K |
| Squarepoint Ops LLC | 0.00% | New | 16,330 | $505K |
| Nuveen Asset Management, LLC | 0.00% | Add +13.1% | 15,967 | $494K |
| American Century Companies Inc. | 0.00% | Add +41.6% | 13,916 | $430K |
| Invesco Ltd. | 0.00% | Reduce -54.1% | 13,721 | $424K |
| Barclays PLC | 0.00% | Add +173.3% | 13,347 | $413K |
| UBS Group AG | 0.00% | Add +16.3% | 12,896 | $399K |
| Stifel Financial Corp. | 0.00% | No change | 11,058 | $342K |
| JPMorgan Chase & Co. | 0.00% | Add +157.1% | 10,887 | $337K |
| NWF Advisory Services Inc. | 0.05% | No change | 10,316 | $319K |
| Rhumbline Advisers | 0.00% | Reduce -0.5% | 7,554 | $233K |
| Marshall Wace, LLP | 0.00% | New | 6,717 | $208K |
| Citigroup Inc. | 0.00% | Add +284.0% | 6,071 | $188K |
| Bank of America Corp. | 0.00% | Add +9.5% | 5,999 | $185K |
| Cwm, LLC | 0.00% | Add +1.3% | 4,875 | $151K |
| LSV Asset Management | 0.00% | No change | 4,858 | $150K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +40.3% | 4,564 | $141K |
| Corebridge Financial, Inc. | 0.00% | Add +17.8% | 4,456 | $138K |
| New York State Common Retirement Fund | 0.00% | No change | 4,259 | $132K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,176 | $129K |
| Deutsche Bank AG | 0.00% | Add +139.2% | 4,064 | $126K |
| Wells Fargo & Company | 0.00% | Add +23.8% | 3,826 | $118K |
| Royal Bank of Canada | 0.00% | Add +8.5% | 3,756 | $117K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 3,647 | $113K |
| Huntington National Bank | 0.00% | Add +7.3% | 1,828 | $57K |
| Mattson Financial Services, LLC | 0.02% | No change | 1,630 | $47K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,251 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.6% | 942 | $29K |
| Legal & General Group Plc | 0.00% | Add +24.5% | 743 | $23K |
| California State Teachers Retirement System | 0.00% | Add +22.0% | 622 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 577 | $18K |
| Fifth Third Bancorp | 0.00% | No change | 551 | $17K |
| FMR LLC | 0.00% | Add +2.4% | 515 | $16K |
| Baldwin Wealth Partners LLC | 0.00% | New | 423 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 349 | $11K |
| Amalgamated Bank | 0.00% | No change | 236 | $7K |
| Continuum Advisory, LLC | 0.00% | New | 157 | $6K |
| Avior Wealth Management, LLC | 0.00% | New | 134 | $4K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 49 | $2K |
| Covestor Ltd | 0.00% | Reduce -28.9% | 32 | $1K |
| Sterling Capital Management LLC | 0.00% | — | 22 | $680 |
| Earned Wealth Advisors, LLC | 0.00% | New | 13 | $402 |
"% of holder's portfolio" is COFS's weight in each manager's 13F, not the share of Choiceone Financial SVCS Inc. the manager owns.