Sequoia Financial Advisors’s Choiceone Financial COFS Stock Holding History

Sequoia Financial Advisors’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	$242K	Buy	+7,122	New	+$221K	﹤0.01%	1840

Other funds holding COFS

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Sequoia Financial Advisors's COFS Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Choiceone Financial (COFS) in Q2 2026: 7,122 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings.

15 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

Sequoia Financial Advisors held 7,122 shares of Choiceone Financial worth $242K as of Q2 2026.
Choiceone Financial was a new Sequoia Financial Advisors position in Q2 2026.
Choiceone Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1840 holding.
15 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.