Cerity Partners
COFS icon

Cerity Partners’s Choiceone Financial COFS Stock Holding History

Cerity Partners’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
Q2 		$1.04M Buy
30,510
+1,701
+6% +$52.9K ﹤0.01% 1981
2026
Q1 		$810K Sell
28,809
-1,049
-4% -$30.1K ﹤0.01% 1975
2025
Q4 		$881K Buy
29,858
+1,481
+5% +$43.8K ﹤0.01% 1776
2025
Q3 		$822K Sell
28,377
-33
-0.1% -$985 ﹤0.01% 1696
2025
Q2 		$815K Buy
28,410
+86
+0.3% +$2.44K ﹤0.01% 1609
2025
Q1 		$815K Sell
28,324
-22
-0.1% -$704 ﹤0.01% 1521
2024
Q4 		$1.01M Sell
28,346
-2
-0% -$69 ﹤0.01% 1407
2024
Q3 		$876K Sell
28,348
-8,498
-23% -$244K ﹤0.01% 1470
2024
Q2 		$1.06M Sell
36,846
-36,854
-50% -$939K ﹤0.01% 1204
2024
Q1 		$2.02M Buy
73,700
+27,576
+60% +$742K 0.01% 962
2023
Q4 		$1.35M Buy
+46,124
New +$1.08M ﹤0.01% 890

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's COFS Position: Q2 2026 in Review

Cerity Partners increased its Choiceone Financial (COFS) stake by 5.9% in Q2 2026, buying an estimated $52.9K and bringing the position to 30,510 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Cerity Partners first reported a position in COFS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.02M in Q1 2024. 118 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Cerity Partners held 30,510 shares of Choiceone Financial worth $1.04M as of Q2 2026.
  • Cerity Partners bought 1,701 Choiceone Financial shares in Q2 2026, an estimated $52.9K.
  • Choiceone Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1981 holding.
  • Cerity Partners first reported a position in Choiceone Financial in Q4 2023 and has held it in 11 quarters since.
  • Cerity Partners's Choiceone Financial position peaked at $2.02M in Q1 2024.
  • 118 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.