Bailard
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Bailard’s Choiceone Financial COFS Stock Holding History

Bailard’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
2026
Q3 		$792K Buy
+24,500
New +$824K 0.02% 408

Other funds holding COFS

HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Bailard's COFS Position: Q3 2026 in Review

Bailard opened a new position in Choiceone Financial (COFS) in Q3 2026: 24,500 shares worth $792K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings.

15 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

  • Bailard held 24,500 shares of Choiceone Financial worth $792K as of Q3 2026.
  • Choiceone Financial was a new Bailard position in Q3 2026.
  • Choiceone Financial made up 0.02% of Bailard's portfolio in Q3 2026, its #408 holding.
  • 15 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.