Trust Company
COFS icon

Trust Company’s Choiceone Financial COFS Stock Holding History

Trust Company’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
Q3 		$21.8K Hold
675
– – ﹤0.01% 388
2026
Q2 		$23K Hold
675
– – ﹤0.01% 372
2026
Q1 		$19K Hold
675
– – ﹤0.01% 383
2025
Q4 		$19.9K Buy
+675
New +$20K ﹤0.01% 375

Other funds holding COFS

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $503M AUM 20.28% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Trust Company's COFS Position: Q3 2026 in Review

Trust Company held its Choiceone Financial (COFS) position steady in Q3 2026 at 675 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Trust Company first reported a position in COFS in Q4 2025 and has held it in 4 quarters since. The position peaked at $23K in Q2 2026. 33 funds tracked by Wall St. Rank hold COFS as of Q3 2026.

  • Trust Company held 675 shares of Choiceone Financial worth $21.8K as of Q3 2026.
  • Trust Company left its Choiceone Financial share count unchanged in Q3 2026.
  • Choiceone Financial made up ﹤0.01% of Trust Company's portfolio in Q3 2026, its #388 holding.
  • Trust Company first reported a position in Choiceone Financial in Q4 2025 and has held it in 4 quarters since.
  • Trust Company's Choiceone Financial position peaked at $23K in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Choiceone Financial as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.