CoreCap Advisors
COFS icon

CoreCap Advisors’s Choiceone Financial COFS Stock Holding History

CoreCap 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
Q3 		$258 Hold
8
– – ﹤0.01% 2914
2026
Q2 		$272 Buy
+8
New +$249 ﹤0.01% 2963

Other funds holding COFS

HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 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
Pension & Wealth Management Advisors
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

CoreCap Advisors's COFS Position: Q3 2026 in Review

CoreCap Advisors held its Choiceone Financial (COFS) position steady in Q3 2026 at 8 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

CoreCap Advisors first reported a position in COFS in Q2 2026 and has held it in 2 quarters since. The position peaked at $272 in Q2 2026. 16 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

  • CoreCap Advisors held 8 shares of Choiceone Financial worth $258 as of Q3 2026.
  • CoreCap Advisors left its Choiceone Financial share count unchanged in Q3 2026.
  • Choiceone Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2914 holding.
  • CoreCap Advisors first reported a position in Choiceone Financial in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's Choiceone Financial position peaked at $272 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.