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Spire Wealth Management’s Choiceone Financial COFS Stock Holding History

Spire Wealth 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
Q2 		$6.98K Hold
205
– – ﹤0.01% 1746
2026
Q1 		$5.77K Hold
205
– – ﹤0.01% 1795
2025
Q4 		$6.06K Hold
205
– – ﹤0.01% 1870
2025
Q3 		$5.95K Buy
+205
New +$6.12K ﹤0.01% 1916

Other funds holding COFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spire Wealth Management's COFS Position: Q2 2026 in Review

Spire Wealth Management held its Choiceone Financial (COFS) position steady in Q2 2026 at 205 shares worth $6.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Spire Wealth Management first reported a position in COFS in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Spire Wealth Management held 205 shares of Choiceone Financial worth $6.98K as of Q2 2026.
  • Spire Wealth Management left its Choiceone Financial share count unchanged in Q2 2026.
  • Choiceone Financial made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1746 holding.
  • Spire Wealth Management first reported a position in Choiceone Financial in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.