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IEQ Capital’s Choiceone Financial COFS Stock Holding History

IEQ Capital’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 		$360K Buy
+10,592
New +$329K ﹤0.01% 1556

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

IEQ Capital's COFS Position: Q2 2026 in Review

IEQ Capital opened a new position in Choiceone Financial (COFS) in Q2 2026: 10,592 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1556 among its holdings.

127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • IEQ Capital held 10,592 shares of Choiceone Financial worth $360K as of Q2 2026.
  • Choiceone Financial was a new IEQ Capital position in Q2 2026.
  • Choiceone Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1556 holding.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.