MCM
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MAI Capital Management’s Choiceone Financial COFS Stock Holding History

MAI Capital Management’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 		$366 Sell
13
-3
-19% -$86 ﹤0.01% 4489
2025
Q4 		$473 Buy
+16
New +$473 ﹤0.01% 3840

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

MAI Capital Management's COFS Position: Q1 2026 in Review

MAI Capital Management reduced its Choiceone Financial (COFS) stake by 19% in Q1 2026, selling an estimated $86 and leaving 13 shares worth $366. The position accounts for ﹤0.01% of the portfolio, ranked #4489.

MAI Capital Management first reported a position in COFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $473 in Q4 2025. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • MAI Capital Management held 13 shares of Choiceone Financial worth $366 as of Q1 2026.
  • MAI Capital Management sold 3 Choiceone Financial shares in Q1 2026, an estimated $86.
  • Choiceone Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4489 holding.
  • MAI Capital Management first reported a position in Choiceone Financial in Q4 2025 and has held it in 2 quarters since.
  • MAI Capital Management's Choiceone Financial position peaked at $473 in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.