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 Q3	$6.07K	Sell	188 -7	-4%	-$235	﹤0.01%	3689
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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors's COFS Position: Q3 2026 in Review

IFP Advisors reduced its Choiceone Financial (COFS) stake by 3.6% in Q3 2026, selling an estimated $235 and leaving 188 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3689.

IFP Advisors first reported a position in COFS in Q2 2023 and has held it in 8 quarters since. The position peaked at $6.63K in Q2 2026. 16 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

IFP Advisors held 188 shares of Choiceone Financial worth $6.07K as of Q3 2026.
IFP Advisors sold 7 Choiceone Financial shares in Q3 2026, an estimated $235.
Choiceone Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3689 holding.
IFP Advisors first reported a position in Choiceone Financial in Q2 2023 and has held it in 8 quarters since.
IFP Advisors's Choiceone Financial position peaked at $6.63K in Q2 2026.
16 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.