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Root Financial Partners’s Choiceone Financial COFS Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-22
Closed -$619 – 981
2026
Q1 		$619 Buy
+22
New +$631 ﹤0.01% 2794

Other funds holding COFS

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Root Financial Partners's COFS Position: Q2 2026 in Review

Root Financial Partners sold out of Choiceone Financial (COFS) in Q2 2026, closing a stake of 22 shares — an estimated $619 sold.

Root Financial Partners first reported a position in COFS in Q1 2026 and held it in 1 quarter. The position peaked at $619 in Q1 2026. 22 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Root Financial Partners reported no remaining Choiceone Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Choiceone Financial shares in Q2 2026, an estimated $619.
  • Root Financial Partners first reported a position in Choiceone Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Choiceone Financial position peaked at $619 in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.