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Cranbrook Wealth Management’s Choiceone Financial COFS Stock Holding History

Cranbrook Wealth Management’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 		$12.2K Hold
434
– – ﹤0.01% 281
2025
Q4 		$12.8K Hold
434
– – ﹤0.01% 285
2025
Q3 		$12.6K Buy
+434
New +$13K ﹤0.01% 287

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

Cranbrook Wealth Management's COFS Position: Q1 2026 in Review

Cranbrook Wealth Management held its Choiceone Financial (COFS) position steady in Q1 2026 at 434 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Cranbrook Wealth Management first reported a position in COFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.8K in Q4 2025. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • Cranbrook Wealth Management held 434 shares of Choiceone Financial worth $12.2K as of Q1 2026.
  • Cranbrook Wealth Management left its Choiceone Financial share count unchanged in Q1 2026.
  • Choiceone Financial made up ﹤0.01% of Cranbrook Wealth Management's portfolio in Q1 2026, its #281 holding.
  • Cranbrook Wealth Management first reported a position in Choiceone Financial in Q3 2025 and has held it in 3 quarters since.
  • Cranbrook Wealth Management's Choiceone Financial position peaked at $12.8K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.