ChoiceOne Financial Services Ownership | Who Owns ChoiceOne Financial Services?
ChoiceOne Financial Services Ownership Summary
ChoiceOne Financial Services is owned by 6.47% institutional investors, 6.00% insiders, and 87.53% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.09% of COFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.18% of its assets in ChoiceOne Financial Services shares.
COFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ChoiceOne Financial Services | 6.47% | 6.00% | 87.53% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.01% | 12.17% | 49.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 526.69K | 6.09% | $18.77M |
| Fourthstone | 476.10K | 5.51% | $16.97M |
| Blackrock | 399.52K | 5.29% | $11.45M |
| Vanguard group | 438.58K | 5.07% | $15.63M |
| Banc funds | 303.38K | 3.71% | $8.73M |
| Manufacturers life insurance company, the | 224.30K | 2.59% | $7.99M |
| Geode capital management | 188.10K | 2.18% | $6.71M |
| Jacobs asset management | 156.16K | 1.91% | $4.49M |
| Zacks investment management | 126.14K | 1.46% | $4.50M |
| State street | 103.47K | 1.20% | $3.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 476.10K | 3.31% | $16.97M |
| Jacobs asset management | 156.16K | 2.81% | $4.49M |
| Mendon capital advisors | 70.93K | 1.24% | $2.53M |
| Banc funds | 303.38K | 1.15% | $8.73M |
| Shakespeare wealth management | 38.72K | 0.37% | $1.38M |
| Maltese capital management | 52.01K | 0.24% | $1.50M |
| Hbw advisory services | 24.78K | 0.09% | $883.12K |
| Rmb capital management | 70.93K | 0.06% | $2.53M |
| Ica group wealth management | 2.94K | 0.05% | $84.09K |
| Bridgeway capital management | 56.89K | 0.05% | $2.03M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 303.38K | 1.15% | 303.38K |
| Fourthstone | 476.10K | 3.31% | 121.47K |
| Jacobs asset management | 156.16K | 2.81% | 93.66K |
| American century companies | 69.84K | 0.00% | 55.93K |
| Vanguard group | 438.58K | 0.00% | 36.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | - | - | -61.22K |
| Kennedy capital management | 27.16K | 0.02% | -36.64K |
| Alliancebernstein | - | - | -26.25K |
| Ica group wealth management | 2.94K | 0.05% | -12.68K |
| Raymond james financial services advisors | - | - | -9.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Banc funds | 303.38K | 1.15% | 303.38K | $8.73M |
| Millennium management | 29.46K | 0.00% | 29.46K | $847.53K |
| Jane street group | 16.57K | 0.00% | 16.57K | $476.72K |
| Bnp paribas arbitrage, snc | 9.86K | 0.00% | 9.86K | $351.55K |
| Cubist systematic strategies | 6.77K | 0.00% | 6.77K | $194.66K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -13.00 |
| Brown brothers harriman | -47.00 |
| Federated hermes | -70.00 |
| Allworth financial lp | -81.00 |
| Continuum advisory | -157.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 51 | -1.92% | 1,537,979 | 2.34% | 20 | 5.16% | 20 | -16.67% | 14 | -6.67% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 476.82K | 3.18% | 219.30K |
| iShares Russell 2000 ETF | 332.09K | 2.21% | -5.37K |
| Vanguard US Total Market Shares ETF | 248.25K | 1.65% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 212.88K | 1.42% | 85.36K |
| ProShares Russell 2000 Dividend Growers | 203.99K | 1.36% | - |
| Zacks Small Cap Equity Strategy | 103.04K | 1.15% | 16.08K |
| iShares Russell 2000 Value ETF | 123.24K | 0.82% | - |
| 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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