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EverSource Wealth Advisors’s Choiceone Financial COFS Stock Holding History

EverSource Wealth Advisors’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 		$2.48K Buy
73
+54
+284% +$1.68K ﹤0.01% 3640
2026
Q1 		$534 Buy
19
+10
+111% +$287 ﹤0.01% 4050
2025
Q4 		$266 Sell
9
-8
-47% -$237 ﹤0.01% 3993
2025
Q3 		$492 Sell
17
-1
-6% -$30 ﹤0.01% 3955
2025
Q2 		$517 Buy
+18
New +$511 ﹤0.01% 3887

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

EverSource Wealth Advisors's COFS Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Choiceone Financial (COFS) stake by 284% in Q2 2026, buying an estimated $1.68K and bringing the position to 73 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #3640.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 73 shares of Choiceone Financial worth $2.48K as of Q2 2026.
  • EverSource Wealth Advisors bought 54 Choiceone Financial shares in Q2 2026, an estimated $1.68K.
  • Choiceone Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3640 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.