UBS Group
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UBS Group’s Choiceone Financial COFS Stock Holding History

UBS Group’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 		$1.2M Buy
35,266
+16,194
+85% +$503K ﹤0.01% 5566
2026
Q1 		$536K Sell
19,072
-15,947
-46% -$457K ﹤0.01% 6031
2025
Q4 		$1.03M Sell
35,019
-12,286
-26% -$363K ﹤0.01% 5543
2025
Q3 		$1.37M Buy
47,305
+18,666
+65% +$557K ﹤0.01% 5300
2025
Q2 		$822K Buy
28,639
+13,866
+94% +$394K ﹤0.01% 5608
2025
Q1 		$425K Buy
14,773
+865
+6% +$27.7K ﹤0.01% 5975
2024
Q4 		$496K Buy
13,908
+1,012
+8% +$34.7K ﹤0.01% 5839
2024
Q3 		$399K Buy
12,896
+1,804
+16% +$51.8K ﹤0.01% 5389
2024
Q2 		$318K Sell
11,092
-4,834
-30% -$123K ﹤0.01% 5348
2024
Q1 		$436K Sell
15,926
-1,224
-7% -$32.9K ﹤0.01% 5306
2023
Q4 		$502K Buy
17,150
+3,504
+26% +$81.7K ﹤0.01% 5102
2023
Q3 		$268K Sell
13,646
-42
-0.3% -$979 ﹤0.01% 5155
2023
Q2 		$315K Buy
13,688
+8,874
+184% +$206K ﹤0.01% 5180
2023
Q1 		$122K Sell
4,814
-255
-5% -$7.06K ﹤0.01% 5769
2022
Q4 		$147K Buy
5,069
+255
+5% +$5.98K ﹤0.01% 5745
2022
Q3 		$105K Hold
4,814
– – ﹤0.01% 5663
2022
Q2 		$97K Hold
4,814
– – ﹤0.01% 5453
2022
Q1 		$121K Hold
4,814
– – ﹤0.01% 5755
2021
Q4 		$128K Sell
4,814
-500
-9% -$12.7K ﹤0.01% 6073
2021
Q3 		$132K Hold
5,314
– – ﹤0.01% 5630
2021
Q2 		$129K Sell
5,314
-3,323
-38% -$82.2K ﹤0.01% 5686
2021
Q1 		$208K Buy
8,637
+1,692
+24% +$46.2K ﹤0.01% 5456
2020
Q4 		$214K Buy
6,945
+1,057
+18% +$31.7K ﹤0.01% 5202
2020
Q3 		$153K Sell
5,888
-1,806
-23% -$49.8K ﹤0.01% 4948
2020
Q2 		$227K Buy
7,694
+1,986
+35% +$56.4K ﹤0.01% 4719
2020
Q1 		$145K Buy
+5,708
New +$161K ﹤0.01% 4970

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

UBS Group's COFS Position: Q2 2026 in Review

UBS Group increased its Choiceone Financial (COFS) stake by 85% in Q2 2026, buying an estimated $503K and bringing the position to 35,266 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #5566.

UBS Group first reported a position in COFS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.37M in Q3 2025. 127 funds tracked by Wall St. Rank hold COFS as of Q2 2026.

  • UBS Group held 35,266 shares of Choiceone Financial worth $1.2M as of Q2 2026.
  • UBS Group bought 16,194 Choiceone Financial shares in Q2 2026, an estimated $503K.
  • Choiceone Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5566 holding.
  • UBS Group first reported a position in Choiceone Financial in Q1 2020 and has held it in 26 quarters since.
  • UBS Group's Choiceone Financial position peaked at $1.37M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Choiceone Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.