Carson Wealth (CWM LLC)
COFS icon

Carson Wealth (CWM LLC)’s Choiceone Financial COFS Stock Holding History

Carson Wealth (CWM LLC)’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 		$242K Buy
8,596
+426
+5% +$12.2K ﹤0.01% 2567
2025
Q4 		$241K Sell
8,170
-31
-0.4% -$916 ﹤0.01% 2410
2025
Q3 		$238K Sell
8,201
-22
-0.3% -$657 ﹤0.01% 2308
2025
Q2 		$236K Buy
8,223
+466
+6% +$13.2K ﹤0.01% 2030
2025
Q1 		$223K Buy
7,757
+2,876
+59% +$92.1K ﹤0.01% 1846
2024
Q4 		$174K Buy
4,881
+6
+0.1% +$206 ﹤0.01% 1915
2024
Q3 		$151K Buy
4,875
+61
+1% +$1.75K ﹤0.01% 1924
2024
Q2 		$138K Buy
4,814
+16
+0.3% +$408 ﹤0.01% 1780
2024
Q1 		$131K Buy
4,798
+1,211
+34% +$32.6K ﹤0.01% 1724
2023
Q4 		$105K Sell
3,587
-1,211
-25% -$28.2K ﹤0.01% 1733
2023
Q3 		$94K Sell
4,798
-105
-2% -$2.45K ﹤0.01% 1664
2023
Q2 		$113K Hold
4,903
– – ﹤0.01% 1509
2023
Q1 		$124K Buy
+4,903
New +$136K ﹤0.01% 1380

Other funds holding COFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Carson Wealth (CWM LLC)'s COFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Choiceone Financial (COFS) stake by 5.2% in Q1 2026, buying an estimated $12.2K and bringing the position to 8,596 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

Carson Wealth (CWM LLC) first reported a position in COFS in Q1 2023 and has held it in 13 quarters since. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,596 shares of Choiceone Financial worth $242K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 426 Choiceone Financial shares in Q1 2026, an estimated $12.2K.
  • Choiceone Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2567 holding.
  • Carson Wealth (CWM LLC) first reported a position in Choiceone Financial in Q1 2023 and has held it in 13 quarters since.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.