Stifel Financial
COFS icon

Stifel Financial’s Choiceone Financial COFS Stock Holding History

Stifel Financial’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 		$210K Sell
6,189
-4,869
-44% -$151K ﹤0.01% 3484
2026
Q1 		$311K Hold
11,058
– – ﹤0.01% 3161
2025
Q4 		$326K Hold
11,058
– – ﹤0.01% 3100
2025
Q3 		$320K Hold
11,058
– – ﹤0.01% 3072
2025
Q2 		$317K Hold
11,058
– – ﹤0.01% 3021
2025
Q1 		$318K Sell
11,058
-6,189
-36% -$198K ﹤0.01% 2935
2024
Q4 		$615K Buy
17,247
+6,189
+56% +$212K ﹤0.01% 2558
2024
Q3 		$342K Hold
11,058
– – ﹤0.01% 2890
2024
Q2 		$317K Hold
11,058
– – ﹤0.01% 2890
2024
Q1 		$302K Hold
11,058
– – ﹤0.01% 2904
2023
Q4 		$324K Hold
11,058
– – ﹤0.01% 2805
2023
Q3 		$217K Hold
11,058
– – ﹤0.01% 2950
2023
Q2 		$254K Hold
11,058
– – ﹤0.01% 2926
2023
Q1 		$279K Hold
11,058
– – ﹤0.01% 2857
2022
Q4 		$321K Hold
11,058
– – ﹤0.01% 2712
2022
Q3 		$240K Sell
11,058
-1,249
-10% -$26.5K ﹤0.01% 2853
2022
Q2 		$248K Buy
12,307
+1,249
+11% +$28.1K ﹤0.01% 2851
2022
Q1 		$277K Hold
11,058
– – ﹤0.01% 2925
2021
Q4 		$293K Hold
11,058
– – ﹤0.01% 2928
2021
Q3 		$274K Hold
11,058
– – ﹤0.01% 2964
2021
Q2 		$268K Hold
11,058
– – ﹤0.01% 2971
2021
Q1 		$266K Hold
11,058
– – ﹤0.01% 2857
2020
Q4 		$341K Hold
11,058
– – ﹤0.01% 2533
2020
Q3 		$288K Hold
11,058
– – ﹤0.01% 2429
2020
Q2 		$327K Hold
11,058
– – ﹤0.01% 2294
2020
Q1 		$281K Buy
+11,058
New +$313K ﹤0.01% 2227

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

Stifel Financial's COFS Position: Q2 2026 in Review

Stifel Financial reduced its Choiceone Financial (COFS) stake by 44% in Q2 2026, selling an estimated $151K and leaving 6,189 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Stifel Financial first reported a position in COFS in Q1 2020 and has held it in 26 quarters since. The position peaked at $615K in Q4 2024. 127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Stifel Financial held 6,189 shares of Choiceone Financial worth $210K as of Q2 2026.
  • Stifel Financial sold 4,869 Choiceone Financial shares in Q2 2026, an estimated $151K.
  • Choiceone Financial made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3484 holding.
  • Stifel Financial first reported a position in Choiceone Financial in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's Choiceone Financial position peaked at $615K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.