Rockefeller Capital Management
COFS icon

Rockefeller Capital Management’s Choiceone Financial COFS Stock Holding History

Rockefeller 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 		$15.5K Buy
550
+340
+162% +$9.75K ﹤0.01% 3812
2025
Q4 		$6.2K Hold
210
– – ﹤0.01% 3997
2025
Q3 		$6.08K Buy
+210
New +$6.27K ﹤0.01% 3817

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AllianceBernstein
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Geode Capital Management
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State Street
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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

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

Rockefeller Capital Management increased its Choiceone Financial (COFS) stake by 162% in Q1 2026, buying an estimated $9.75K and bringing the position to 550 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Rockefeller Capital Management first reported a position in COFS in Q3 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • Rockefeller Capital Management held 550 shares of Choiceone Financial worth $15.5K as of Q1 2026.
  • Rockefeller Capital Management bought 340 Choiceone Financial shares in Q1 2026, an estimated $9.75K.
  • Choiceone Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3812 holding.
  • Rockefeller Capital Management first reported a position in Choiceone Financial in Q3 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.