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

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

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. 13 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.
  • 13 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.