UBS Group
COFS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group's COFS Position: Q1 2026 in Review

UBS Group reduced its Choiceone Financial (COFS) stake by 46% in Q1 2026, selling an estimated $457K and leaving 19,072 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #6031.

UBS Group first reported a position in COFS in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.37M in Q3 2025. 119 funds tracked by Wall St. Rank hold COFS as of Q1 2026.

  • UBS Group held 19,072 shares of Choiceone Financial worth $536K as of Q1 2026.
  • UBS Group sold 15,947 Choiceone Financial shares in Q1 2026, an estimated $457K.
  • Choiceone Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6031 holding.
  • UBS Group first reported a position in Choiceone Financial in Q1 2020 and has held it in 25 quarters since.
  • UBS Group's Choiceone Financial position peaked at $1.37M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Choiceone Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.