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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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.

126 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.
126 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.