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Acorn Wealth Advisors’s Choiceone Financial COFS Stock Holding History

Acorn Wealth Advisors’s Portfolio COFS Stock Details COFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,924
Closed -$227K – 283
2025
Q2 		$227K Hold
7,924
– – 0.08% 221
2025
Q1 		$228K Buy
+7,924
New +$254K 0.09% 217

Other funds holding COFS

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Acorn Wealth Advisors's COFS Position: Q3 2025 in Review

Acorn Wealth Advisors sold out of Choiceone Financial (COFS) in Q3 2025, closing a stake of 7,924 shares — an estimated $227K sold.

Acorn Wealth Advisors first reported a position in COFS in Q1 2025 and held it in 2 quarters. The position peaked at $228K in Q1 2025. 102 funds tracked by Wall St. Rank hold COFS as of Q3 2025.

  • Acorn Wealth Advisors reported no remaining Choiceone Financial position as of Q3 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 7,924 Choiceone Financial shares in Q3 2025, an estimated $227K.
  • Acorn Wealth Advisors first reported a position in Choiceone Financial in Q1 2025 and held it in 2 quarters.
  • Acorn Wealth Advisors's Choiceone Financial position peaked at $228K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2025.

Based on Acorn Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.