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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
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

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

Essential Partners's COFS Position: Q2 2026 in Review

Essential Partners increased its Choiceone Financial (COFS) stake by 1,386% in Q2 2026, buying an estimated $3.02K and bringing the position to 104 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Essential Partners first reported a position in COFS in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Essential Partners held 104 shares of Choiceone Financial worth $3.54K as of Q2 2026.
  • Essential Partners bought 97 Choiceone Financial shares in Q2 2026, an estimated $3.02K.
  • Choiceone Financial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1701 holding.
  • Essential Partners first reported a position in Choiceone Financial in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.