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Farther Finance Advisors’s Choiceone Financial COFS Stock Holding History

Farther Finance 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 		$1.53K Buy
+45
New +$1.4K ﹤0.01% 5255
2025
Q4 		– Sell
-5
Closed -$145 – 5481
2025
Q3 		$145 Buy
+5
New +$149 ﹤0.01% 4785

Other funds holding COFS

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's COFS Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Choiceone Financial (COFS) in Q2 2026: 45 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #5255 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in COFS as recently as Q3 2025.

Farther Finance Advisors first reported a position in COFS in Q3 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Farther Finance Advisors held 45 shares of Choiceone Financial worth $1.53K as of Q2 2026.
  • Choiceone Financial was a new Farther Finance Advisors position in Q2 2026.
  • Choiceone Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5255 holding.
  • Farther Finance Advisors first reported a position in Choiceone Financial in Q3 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.