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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
Q2 		$22.9K 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

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
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Trust Company's COFS Position: Q2 2026 in Review

Trust Company held its Choiceone Financial (COFS) position steady in Q2 2026 at 675 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Trust Company first reported a position in COFS in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • Trust Company held 675 shares of Choiceone Financial worth $22.9K as of Q2 2026.
  • Trust Company left its Choiceone Financial share count unchanged in Q2 2026.
  • Choiceone Financial made up ﹤0.01% of Trust Company's portfolio in Q2 2026, its #372 holding.
  • Trust Company first reported a position in Choiceone Financial in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.