TWD
COFS icon

True Wealth Design’s Choiceone Financial COFS Stock Holding History

True Wealth Design’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 		$1.09K Buy
32
+31
+3,100% +$964 ﹤0.01% 1948
2026
Q1 		$29 Buy
+1
New +$29 ﹤0.01% 2611

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

True Wealth Design's COFS Position: Q2 2026 in Review

True Wealth Design increased its Choiceone Financial (COFS) stake by 3,100% in Q2 2026, buying an estimated $964 and bringing the position to 32 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

True Wealth Design first reported a position in COFS in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • True Wealth Design held 32 shares of Choiceone Financial worth $1.09K as of Q2 2026.
  • True Wealth Design bought 31 Choiceone Financial shares in Q2 2026, an estimated $964.
  • Choiceone Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1948 holding.
  • True Wealth Design first reported a position in Choiceone Financial in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.