Gradient Investments’s Choiceone Financial COFS Stock Holding History

Gradient Investments’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	$317K	Hold	9,318	–	–	﹤0.01%	403
2026 Q1	$262K	Hold	9,318	–	–	﹤0.01%	392
2025 Q4	$275K	Hold	9,318	–	–	﹤0.01%	320
2025 Q3	$270K	Hold	9,318	–	–	﹤0.01%	341
2025 Q2	$267K	Hold	9,318	–	–	﹤0.01%	325
2025 Q1	$268K	Buy	+9,318	New	+$298K	0.01%	291
2024 Q3	–	Sell	-1,630	Closed	-$46.7K	–	489
2024 Q2	$46.7K	Hold	1,630	–	–	﹤0.01%	503
2024 Q1	$44.6K	Hold	1,630	–	–	﹤0.01%	439
2023 Q4	$47.8K	Hold	1,630	–	–	﹤0.01%	551
2023 Q3	$32K	Hold	1,630	–	–	﹤0.01%	592
2023 Q2	$37.5K	Sell	1,630 -2,200	-57%	-$51K	﹤0.01%	564
2023 Q1	$96.7K	Hold	3,830	–	–	﹤0.01%	380
2022 Q4	$111K	Buy	+3,830	New	+$89.8K	﹤0.01%	375

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Gradient Investments's COFS Position: Q2 2026 in Review

Gradient Investments held its Choiceone Financial (COFS) position steady in Q2 2026 at 9,318 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Gradient Investments first reported a position in COFS in Q4 2022 and has held it in 13 quarters since. 23 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

Gradient Investments held 9,318 shares of Choiceone Financial worth $317K as of Q2 2026.
Gradient Investments left its Choiceone Financial share count unchanged in Q2 2026.
Choiceone Financial made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #403 holding.
Gradient Investments first reported a position in Choiceone Financial in Q4 2022 and has held it in 13 quarters since.
23 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.