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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
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 $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

EverSource Wealth Advisors's COFS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Choiceone Financial (COFS) stake by 111% in Q1 2026, buying an estimated $287 and bringing the position to 19 shares worth $534. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

EverSource Wealth Advisors first reported a position in COFS in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • EverSource Wealth Advisors held 19 shares of Choiceone Financial worth $534 as of Q1 2026.
  • EverSource Wealth Advisors bought 10 Choiceone Financial shares in Q1 2026, an estimated $287.
  • Choiceone Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4050 holding.
  • EverSource Wealth Advisors first reported a position in Choiceone Financial in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.