ChoiceOne Financial Services Ownership | Who Owns ChoiceOne Financial Services?
ChoiceOne Financial Services Ownership Summary
ChoiceOne Financial Services is owned by 41.58% institutional investors, 6.23% insiders, and 52.19% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.72% of COFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.11% of its assets in ChoiceOne Financial Services shares.
COFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ChoiceOne Financial Services | 41.58% | 6.23% | 52.19% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 858.13K | 5.72% | $24.63M |
| Fourthstone | 476.10K | 5.51% | $16.97M |
| Blackrock | 399.52K | 5.29% | $11.45M |
| Vanguard group | 438.58K | 5.07% | $15.63M |
| Manufacturers life insurance company, the | 224.30K | 2.59% | $7.99M |
| Geode capital management | 188.10K | 2.18% | $6.71M |
| State street | 103.47K | 1.20% | $3.69M |
| Jacobs asset management | 160.28K | 1.07% | $4.60M |
| Gendell jeffrey l | 148.55K | 0.99% | $4.26M |
| Banc funds | 135.44K | 0.90% | $3.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 476.10K | 3.31% | $16.97M |
| Jacobs asset management | 160.28K | 2.62% | $4.60M |
| Mendon capital advisors | 50.00K | 0.70% | $1.44M |
| Penn mutual asset management | 13.50K | 0.68% | $387.45K |
| Banc funds | 135.44K | 0.59% | $3.89M |
| Shakespeare wealth management | 38.72K | 0.37% | $1.38M |
| Maltese capital management | 52.01K | 0.21% | $1.49M |
| Gendell jeffrey l | 148.55K | 0.11% | $4.26M |
| Hbw advisory services | 24.78K | 0.09% | $711.16K |
| Acorn wealth advisors | 7.92K | 0.08% | $227.42K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 858.13K | 0.00% | 344.00K |
| Fourthstone | 476.10K | 3.31% | 121.47K |
| Brown brothers harriman | 46.75K | 0.01% | 46.75K |
| Vanguard group | 438.58K | 0.00% | 36.91K |
| Millennium management | 29.46K | 0.00% | 29.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 135.44K | 0.59% | -167.95K |
| Gendell jeffrey l | 148.55K | 0.11% | -83.23K |
| Segall bryant & hamill | - | - | -61.22K |
| Zacks investment management | - | - | -38.34K |
| Marshall wace, llp | - | - | -38.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 29.46K | 0.00% | 29.46K | $847.53K |
| Bnp paribas arbitrage, snc | 9.86K | 0.00% | 9.86K | $351.55K |
| Intech investment management | 7.28K | 0.00% | 7.28K | $208.85K |
| Quantbot technologies lp | 6.66K | 0.00% | 6.66K | $191.11K |
| Massmutual trust co fsb/adv | 188.00 | 0.00% | 188.00 | $5.40K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -13.00 |
| Federated hermes | -70.00 |
| Bok financial private wealth | -135.00 |
| Continuum advisory | -157.00 |
| Nelson, van denburg & campbell wealth management group | -345.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 92 | 4.55% | 6,236,404 | 15.97% | 41 | 0.96% | 58 | 34.88% | 17 | -46.88% |
| Mar 31, 2025 | 4 | -94.87% | 528,115 | -83.93% | 6 | 0.45% | 3 | -94.44% | - | -100.00% |
| Dec 31, 2024 | 75 | 7.14% | 3,273,726 | 8.92% | 37 | 3.13% | 52 | - | 8 | 14.29% |
| Sep 30, 2024 | 70 | 29.63% | 3,005,709 | 95.72% | 35 | 8.49% | 52 | 85.71% | 7 | -41.67% |
| Jun 30, 2024 | 53 | 3.92% | 1,530,898 | -0.46% | 20 | 4.89% | 27 | 35.00% | 12 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 466.49K | 3.11% | -10.33K |
| iShares Russell 2000 ETF | 325.89K | 2.17% | -6.20K |
| Vanguard US Total Market Shares ETF | 248.25K | 1.65% | - |
| ProShares Russell 2000 Dividend Growers | 203.99K | 1.36% | - |
| Zacks Small Cap Equity Strategy | 103.04K | 1.15% | 16.08K |
| Vanguard Institutional Extnd Mkt Idx Tr | 148.21K | 0.99% | -64.67K |
| iShares Russell 2000 Value ETF | 123.33K | 0.82% | 91.00 |
| JHancock Regional Bank A | 104.79K | 0.70% | - |
| John Hancock Financial Opportunities Fund | 98.22K | 0.66% | - |
| JH Financial Opportunities | 98.22K | 0.65% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Coulter Curt E | - | Buy | $297.80 |
| Feb 18, 2025 | McGinnis Bradley F. | - | Buy | $32.84K |
| Aug 09, 2024 | Burke Michael J Jr | President | Buy | $13.38K |
| Aug 05, 2024 | POTES KELLY | Chief Executive Officer | Buy | $26.55K |
| Aug 05, 2024 | POTES KELLY | Chief Executive Officer | Buy | $26.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 14 | - |
COFS Ownership FAQ
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