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MassMutual Private Wealth & Trust’s Choiceone Financial COFS Stock Holding History

MassMutual Private Wealth & Trust’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
2025
Q3 		– Sell
-188
Closed -$5.4K – 2386
2025
Q2 		$5.4K Buy
+188
New +$5.34K ﹤0.01% 1611

Other funds holding COFS

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

MassMutual Private Wealth & Trust's COFS Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of Choiceone Financial (COFS) in Q3 2025, closing a stake of 188 shares — an estimated $5.4K sold.

MassMutual Private Wealth & Trust first reported a position in COFS in Q2 2025 and held it in 1 quarter. The position peaked at $5.4K in Q2 2025. 102 funds tracked by Wall St. Rank hold COFS as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining Choiceone Financial position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 188 Choiceone Financial shares in Q3 2025, an estimated $5.4K.
  • MassMutual Private Wealth & Trust first reported a position in Choiceone Financial in Q2 2025 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Choiceone Financial position peaked at $5.4K in Q2 2025.
  • 102 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.