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Capstone Financial Advisors’s Choiceone Financial COFS Stock Holding History

Capstone Financial 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
2026
Q1 		$228K Hold
8,100
– – 0.01% 156
2025
Q4 		$239K Hold
8,100
– – 0.01% 154
2025
Q3 		$235K Hold
8,100
– – 0.01% 158
2025
Q2 		$232K Hold
8,100
– – 0.01% 142
2025
Q1 		$233K Buy
+8,100
New +$259K 0.01% 130

Other funds holding COFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capstone Financial Advisors's COFS Position: Q1 2026 in Review

Capstone Financial Advisors held its Choiceone Financial (COFS) position steady in Q1 2026 at 8,100 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #156.

Capstone Financial Advisors first reported a position in COFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $239K in Q4 2025. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • Capstone Financial Advisors held 8,100 shares of Choiceone Financial worth $228K as of Q1 2026.
  • Capstone Financial Advisors left its Choiceone Financial share count unchanged in Q1 2026.
  • Choiceone Financial made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #156 holding.
  • Capstone Financial Advisors first reported a position in Choiceone Financial in Q1 2025 and has held it in 5 quarters since.
  • Capstone Financial Advisors's Choiceone Financial position peaked at $239K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.