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Rothschild Investment LLC’s Choiceone Financial COFS Stock Holding History

Rothschild Investment LLC’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 		$3.16K Buy
93
+68
+272% +$2.11K ﹤0.01% 2535
2026
Q1 		$703 Buy
+25
New +$717 ﹤0.01% 3006
2025
Q4 		– Sell
-25
Closed -$724 – 3445
2025
Q3 		$724 Sell
25
-15
-38% -$448 ﹤0.01% 2715
2025
Q2 		$1.15K Buy
+40
New +$1.14K ﹤0.01% 2391

Other funds holding COFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Rothschild Investment LLC's COFS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Choiceone Financial (COFS) stake by 272% in Q2 2026, buying an estimated $2.11K and bringing the position to 93 shares worth $3.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Rothschild Investment LLC first reported a position in COFS in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Rothschild Investment LLC held 93 shares of Choiceone Financial worth $3.16K as of Q2 2026.
  • Rothschild Investment LLC bought 68 Choiceone Financial shares in Q2 2026, an estimated $2.11K.
  • Choiceone Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2535 holding.
  • Rothschild Investment LLC first reported a position in Choiceone Financial in Q2 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.