ChoiceOne Financial Services Ownership | Who Owns ChoiceOne Financial Services?
ChoiceOne Financial Services Ownership Summary
ChoiceOne Financial Services is owned by 43.26% institutional investors, 6.18% insiders, and 50.56% retail investors. Fourthstone is the largest institutional shareholder, holding 7.29% 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 | 43.26% | 6.18% | 50.56% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fourthstone | 1.09M | 7.29% | $31.67M |
| Blackrock funding, inc. /de | 898.13K | 5.99% | $26.01M |
| Vanguard group | 806.51K | 5.38% | $23.36M |
| Blackrock | 399.52K | 5.29% | $11.45M |
| Alliancebernstein | 349.78K | 2.33% | $10.13M |
| Geode capital management | 330.67K | 2.20% | $9.58M |
| State street | 280.47K | 1.87% | $8.12M |
| Manufacturers life insurance company, the | 225.69K | 1.50% | $6.54M |
| Proshare advisors | 204.64K | 1.36% | $5.93M |
| Jacobs asset management | 149.87K | 1.00% | $4.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 1.09M | 5.68% | $31.67M |
| Jacobs asset management | 149.87K | 2.38% | $4.34M |
| Banc funds | 135.44K | 0.69% | $3.92M |
| Penn mutual asset management | 13.50K | 0.68% | $387.45K |
| Mendon capital advisors | 50.00K | 0.56% | $1.45M |
| Maltese capital management | 45.36K | 0.20% | $1.31M |
| Shakespeare wealth management | 27.68K | 0.18% | $801.70K |
| Hbw advisory services | 24.78K | 0.08% | $717.60K |
| Gendell jeffrey l | 148.55K | 0.08% | $4.30M |
| Ica group wealth management | 2.94K | 0.05% | $84.09K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 97.96K | 0.00% | 65.76K |
| State street | 280.47K | 0.00% | 53.30K |
| Marshall wace, llp | 43.36K | 0.00% | 43.36K |
| First trust advisors lp | 50.99K | 0.00% | 41.32K |
| Blackrock funding, inc. /de | 898.13K | 0.00% | 40.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Segall bryant & hamill | - | - | -61.22K |
| Fourthstone | 1.09M | 5.68% | -49.44K |
| Zacks investment management | - | - | -38.34K |
| Russell investments group | 1.34K | - | -27.59K |
| Morgan stanley | 57.02K | 0.00% | -26.06K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Millennium management | 29.46K | 0.00% | 29.46K | $847.53K |
| Brevan howard capital management lp | 11.55K | 0.00% | 11.55K | $334.40K |
| Commonwealth equity services | 7.60K | 0.00% | 7.60K | $220.00K |
| Quest partners | 4.58K | 0.01% | 4.58K | $132.67K |
| Aquatic capital management | 1.60K | 0.00% | 1.60K | $46.48K |
Sold Out
| Holder | Change |
|---|---|
| Us bancorp \de\ | -5.00 |
| Capital performance advisors llp | -13.00 |
| Geneos wealth management | -44.00 |
| Federated hermes | -70.00 |
| Bok financial private wealth | -135.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 97 | 10.23% | 6,488,449 | 12.60% | 43 | 2.93% | 49 | -14.04% | 23 | 76.92% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 466.49K | 3.11% | -10.33K |
| iShares Russell 2000 ETF | 333.03K | 2.22% | - |
| Vanguard US Total Market Shares ETF | 248.25K | 1.65% | - |
| ProShares Russell 2000 Dividend Growers | 201.83K | 1.34% | -107.00 |
| Zacks Small Cap Equity Strategy | 103.04K | 1.15% | 16.08K |
| Vanguard Institutional Extnd Mkt Idx Tr | 148.21K | 0.99% | -64.67K |
| Fidelity Small Cap Index | 143.20K | 0.95% | 59.22K |
| iShares Russell 2000 Value ETF | 127.83K | 0.85% | - |
| JHancock Regional Bank A | 104.79K | 0.70% | - |
| John Hancock Financial Opportunities Fund | 98.22K | 0.66% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 17, 2025 | Burrough Eric E | - | Buy | $142.50K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
COFS Ownership FAQ
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