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Essential Partners’s Choiceone Financial COFS Stock Holding History

Essential Partners’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 		$3.65K Buy
113
+9
+9% +$303 ﹤0.01% 1657
2026
Q2 		$3.54K Buy
104
+97
+1,386% +$3.02K ﹤0.01% 1701
2026
Q1 		$197 Buy
7
+5
+250% +$143 ﹤0.01% 2610
2025
Q4 		$59 Sell
2
-10
-83% -$296 ﹤0.01% 2621
2025
Q3 		$348 Sell
12
-9
-43% -$269 ﹤0.01% 2282
2025
Q2 		$603 Buy
+21
New +$596 ﹤0.01% 1650

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
PWMA
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

Essential Partners's COFS Position: Q3 2026 in Review

Essential Partners increased its Choiceone Financial (COFS) stake by 8.7% in Q3 2026, buying an estimated $303 and bringing the position to 113 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Essential Partners first reported a position in COFS in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

  • Essential Partners held 113 shares of Choiceone Financial worth $3.65K as of Q3 2026.
  • Essential Partners bought 9 Choiceone Financial shares in Q3 2026, an estimated $303.
  • Choiceone Financial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1657 holding.
  • Essential Partners first reported a position in Choiceone Financial in Q2 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.