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Curi RMB Capital’s Choiceone Financial COFS Stock Holding History

Curi RMB Capital’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
2025
Q4 		– Sell
-51,537
Closed -$1.49M – 883
2025
Q3 		$1.49M Hold
51,537
– – 0.03% 371
2025
Q2 		$1.48M Buy
51,537
+337
+0.7% +$9.56K 0.03% 364
2025
Q1 		$1.47M Sell
51,200
-19,728
-28% -$632K 0.04% 300
2024
Q4 		$2.53M Hold
70,928
– – 0.06% 244
2024
Q3 		$2.19M Buy
+70,928
New +$2.04M 0.05% 262

Other funds holding COFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Curi RMB Capital's COFS Position: Q4 2025 in Review

Curi RMB Capital sold out of Choiceone Financial (COFS) in Q4 2025, closing a stake of 51,537 shares — an estimated $1.49M sold.

Curi RMB Capital first reported a position in COFS in Q3 2024 and held it in 5 quarters. The position peaked at $2.53M in Q4 2024. 109 funds tracked by Wall St. Rank hold COFS as of Q4 2025.

  • Curi RMB Capital reported no remaining Choiceone Financial position as of Q4 2025 after selling out during the quarter.
  • Curi RMB Capital sold 51,537 Choiceone Financial shares in Q4 2025, an estimated $1.49M.
  • Curi RMB Capital first reported a position in Choiceone Financial in Q3 2024 and held it in 5 quarters.
  • Curi RMB Capital's Choiceone Financial position peaked at $2.53M in Q4 2024.
  • 109 funds tracked by Wall St. Rank held Choiceone Financial as of Q4 2025.

Based on Curi RMB Capital's 13F filing for Q4 2025, filed 17 Feb 2026.