Creative Planning
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Creative Planning’s Choiceone Financial COFS Stock Holding History

Creative Planning’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 		$640K Buy
18,834
+4,002
+27% +$124K ﹤0.01% 2995
2026
Q1 		$417K Buy
14,832
+5,020
+51% +$144K ﹤0.01% 3164
2025
Q4 		$290K Buy
+9,812
New +$290K ﹤0.01% 3266

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's COFS Position: Q2 2026 in Review

Creative Planning increased its Choiceone Financial (COFS) stake by 27% in Q2 2026, buying an estimated $124K and bringing the position to 18,834 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

Creative Planning first reported a position in COFS in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Creative Planning held 18,834 shares of Choiceone Financial worth $640K as of Q2 2026.
  • Creative Planning bought 4,002 Choiceone Financial shares in Q2 2026, an estimated $124K.
  • Choiceone Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2995 holding.
  • Creative Planning first reported a position in Choiceone Financial in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.