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
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 $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

Creative Planning's COFS Position: Q1 2026 in Review

Creative Planning increased its Choiceone Financial (COFS) stake by 51% in Q1 2026, buying an estimated $144K and bringing the position to 14,832 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Creative Planning first reported a position in COFS in Q4 2025 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • Creative Planning held 14,832 shares of Choiceone Financial worth $417K as of Q1 2026.
  • Creative Planning bought 5,020 Choiceone Financial shares in Q1 2026, an estimated $144K.
  • Choiceone Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3164 holding.
  • Creative Planning first reported a position in Choiceone Financial in Q4 2025 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.