SWM
COFS icon

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

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 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. 13 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.
  • 13 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.