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BOK Financial Private Wealth’s Choiceone Financial COFS Stock Holding History

BOK Financial Private Wealth’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
Q2 		– Sell
-135
Closed -$3.88K – 433
2025
Q1 		$3.88K Buy
+135
New +$4.32K ﹤0.01% 442

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

BOK Financial Private Wealth's COFS Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Choiceone Financial (COFS) in Q2 2025, closing a stake of 135 shares — an estimated $3.88K sold.

BOK Financial Private Wealth first reported a position in COFS in Q1 2025 and held it in 1 quarter. The position peaked at $3.88K in Q1 2025. 94 funds tracked by Wall St. Rank hold COFS as of Q2 2025.

  • BOK Financial Private Wealth reported no remaining Choiceone Financial position as of Q2 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 135 Choiceone Financial shares in Q2 2025, an estimated $3.88K.
  • BOK Financial Private Wealth first reported a position in Choiceone Financial in Q1 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's Choiceone Financial position peaked at $3.88K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.