IFP Advisors’s Choiceone Financial COFS Stock Holding History

IFP 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	$6.63K	Buy	195 +194	+19,400%	+$6.03K	﹤0.01%	3616
2026 Q1	$28	Sell	1 -2	-67%	-$57	﹤0.01%	4894
2025 Q4	$89	Sell	3 -19	-86%	-$562	﹤0.01%	4612
2025 Q3	$637	Buy	22 +4	+22%	+$119	﹤0.01%	4101
2025 Q2	$746	Buy	+18	New	+$511	﹤0.01%	4311
2023 Q4	–	Sell	-50	Closed	-$982	–	3098
2023 Q3	$982	Hold	50	–	–	﹤0.01%	3004
2023 Q2	$1.15K	Buy	+50	New	+$1.16K	﹤0.01%	3047

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

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's COFS Position: Q2 2026 in Review

IFP Advisors increased its Choiceone Financial (COFS) stake by 19,400% in Q2 2026, buying an estimated $6.03K and bringing the position to 195 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #3616.

IFP Advisors first reported a position in COFS in Q2 2023 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

IFP Advisors held 195 shares of Choiceone Financial worth $6.63K as of Q2 2026.
IFP Advisors bought 194 Choiceone Financial shares in Q2 2026, an estimated $6.03K.
Choiceone Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3616 holding.
IFP Advisors first reported a position in Choiceone Financial in Q2 2023 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.