LPL Financial
COFS icon

LPL Financial’s Choiceone Financial COFS Stock Holding History

LPL Financial’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
Q1 		$1.49M Sell
52,983
-336
-0.6% -$9.63K ﹤0.01% 3789
2025
Q4 		$1.57M Buy
53,319
+32,472
+156% +$960K ﹤0.01% 3616
2025
Q3 		$604K Buy
20,847
+751
+4% +$22.4K ﹤0.01% 4468
2025
Q2 		$577K Sell
20,096
-70
-0.3% -$1.99K ﹤0.01% 4265
2025
Q1 		$580K Buy
20,166
+10
+0% +$320 ﹤0.01% 4029
2024
Q4 		$718K Buy
20,156
+1,077
+6% +$36.9K ﹤0.01% 3769
2024
Q3 		$590K Buy
19,079
+1,802
+10% +$51.8K ﹤0.01% 3856
2024
Q2 		$495K Buy
+17,277
New +$440K ﹤0.01% 3883
2024
Q1 		– Sell
-8,055
Closed -$236K – 4939
2023
Q4 		$236K Buy
+8,055
New +$188K ﹤0.01% 4268
2021
Q4 		– Sell
-18,137
Closed -$449K – 4359
2021
Q3 		$449K Hold
18,137
– – ﹤0.01% 3319
2021
Q2 		$439K Buy
18,137
+1,799
+11% +$44.5K ﹤0.01% 3274
2021
Q1 		$393K Buy
16,338
+3
+0% +$82 ﹤0.01% 3234
2020
Q4 		$503K Buy
16,335
+866
+6% +$26K ﹤0.01% 2751
2020
Q3 		$403K Sell
15,469
-1,241
-7% -$34.2K ﹤0.01% 2654
2020
Q2 		$494K Hold
16,710
– – ﹤0.01% 2391
2020
Q1 		$424K Buy
+16,710
New +$472K ﹤0.01% 2199

Other funds holding COFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

LPL Financial's COFS Position: Q1 2026 in Review

LPL Financial reduced its Choiceone Financial (COFS) stake by 0.63% in Q1 2026, selling an estimated $9.63K and leaving 52,983 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3789.

LPL Financial first reported a position in COFS in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.57M in Q4 2025. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • LPL Financial held 52,983 shares of Choiceone Financial worth $1.49M as of Q1 2026.
  • LPL Financial sold 336 Choiceone Financial shares in Q1 2026, an estimated $9.63K.
  • Choiceone Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3789 holding.
  • LPL Financial first reported a position in Choiceone Financial in Q1 2020 and has held it in 16 quarters since.
  • LPL Financial's Choiceone Financial position peaked at $1.57M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.