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 Q3	$248K	Sell	7,688 -1,630	-17%	-$54.8K	﹤0.01%	431
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

FNBOMD

First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Gradient Investments's COFS Position: Q3 2026 in Review

Gradient Investments reduced its Choiceone Financial (COFS) stake by 17% in Q3 2026, selling an estimated $54.8K and leaving 7,688 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Gradient Investments first reported a position in COFS in Q4 2022 and has held it in 14 quarters since. The position peaked at $317K in Q2 2026. 33 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

Gradient Investments held 7,688 shares of Choiceone Financial worth $248K as of Q3 2026.
Gradient Investments sold 1,630 Choiceone Financial shares in Q3 2026, an estimated $54.8K.
Choiceone Financial made up ﹤0.01% of Gradient Investments's portfolio in Q3 2026, its #431 holding.
Gradient Investments first reported a position in Choiceone Financial in Q4 2022 and has held it in 14 quarters since.
Gradient Investments's Choiceone Financial position peaked at $317K in Q2 2026.
33 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.