ChoiceOne Financial Services Ownership | Who Owns ChoiceOne Financial Services?
ChoiceOne Financial Services Ownership Summary
ChoiceOne Financial Services is owned by 37.87% institutional investors, 7.30% insiders, and 54.83% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.09% of COFS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.77% of its assets in ChoiceOne Financial Services shares.
COFS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ChoiceOne Financial Services | 37.87% | 7.30% | 54.83% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 526.69K | 6.09% | $18.77M |
| Fourthstone | 476.10K | 5.51% | $16.97M |
| Blackrock | 399.52K | 5.29% | $11.45M |
| Vanguard group | 438.58K | 5.07% | $15.63M |
| Manufacturers life insurance company, the | 224.30K | 2.59% | $7.99M |
| Geode capital management | 188.10K | 2.18% | $6.71M |
| Zacks investment management | 126.14K | 1.46% | $4.50M |
| State street | 103.47K | 1.20% | $3.69M |
| Rmb capital management | 70.93K | 0.82% | $2.53M |
| Mendon capital advisors | 70.93K | 0.82% | $2.53M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fourthstone | 476.10K | 3.31% | $16.97M |
| Jacobs asset management | 62.50K | 1.34% | $2.23M |
| Mendon capital advisors | 70.93K | 1.24% | $2.53M |
| Shakespeare wealth management | 38.72K | 0.37% | $1.38M |
| Maltese capital management | 52.01K | 0.28% | $1.85M |
| Hbw advisory services | 24.78K | 0.09% | $883.12K |
| Rmb capital management | 70.93K | 0.06% | $2.53M |
| Ica group wealth management | 2.94K | 0.05% | $84.09K |
| Bridgeway capital management | 56.89K | 0.05% | $2.03M |
| Zacks investment management | 126.14K | 0.04% | $4.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 476.10K | 3.31% | 121.47K |
| American century companies | 69.84K | 0.00% | 55.93K |
| Vanguard group | 438.58K | 0.00% | 36.91K |
| Blackrock funding, inc. /de | 526.69K | 0.00% | 31.32K |
| Segall bryant & hamill | 61.22K | 0.03% | 25.85K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Maltese capital management | 52.01K | 0.28% | -57.54K |
| Jacobs asset management | 62.50K | 1.34% | -37.50K |
| Kennedy capital management | 27.16K | 0.02% | -36.64K |
| Alliancebernstein | - | - | -26.25K |
| Ica group wealth management | 2.94K | 0.05% | -12.68K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 9.86K | 0.00% | 9.86K | $351.55K |
| Trexquant investment lp | 7.52K | 0.00% | 7.52K | $267.98K |
| Hsbc | 7.17K | 0.00% | 7.17K | $259.66K |
| Globeflex capital l p | 3.00K | 0.01% | 3.00K | $106.92K |
| Allworth financial lp | 81.00 | - | 81.00 | $2.79K |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -13.00 |
| Qube research | -212.00 |
| Metropolitan life insurance co/ny | -392.00 |
| Baldwin brothers llc/ma | -423.00 |
| Gradient investments | -1.63K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 75 | 7.14% | 3,273,726 | 8.92% | 37 | 3.13% | 52 | - | 8 | 14.29% |
| Sep 30, 2024 | 70 | 29.63% | 3,005,709 | 95.72% | 35 | 8.49% | 52 | 85.71% | 7 | -41.67% |
| Jun 30, 2024 | 53 | 3.92% | 1,530,898 | -0.46% | 20 | 4.89% | 27 | 35.00% | 12 | -14.29% |
| Mar 31, 2024 | 51 | -1.92% | 1,537,979 | 2.34% | 20 | 5.16% | 20 | -16.67% | 14 | -6.67% |
| Dec 31, 2023 | 52 | 10.64% | 1,502,819 | 14.76% | 19 | 6.58% | 24 | 14.29% | 15 | 36.36% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 248.25K | 2.77% | - |
| iShares Russell 2000 ETF | 236.50K | 1.57% | -2.04K |
| Vanguard Institutional Extnd Mkt Idx Tr | 127.74K | 1.42% | - |
| JHancock Regional Bank A | 104.79K | 1.17% | - |
| Zacks Small Cap Equity Strategy | 103.04K | 1.15% | 16.08K |
| JH Financial Opportunities | 98.22K | 1.10% | - |
| Fidelity Small Cap Index | 84.21K | 0.56% | -1.58K |
| Avantis US Small Cap Value ETF | 78.19K | 0.52% | -767.00 |
| iShares Russell 2000 Value ETF | 76.70K | 0.51% | - |
| Vanguard Russell 2000 ETF | 37.97K | 0.42% | 889.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 14, 2025 | Coulter Curt E | - | Buy | $297.80 |
| Feb 18, 2025 | McGinnis Bradley F. | - | Buy | $32.84K |
| Aug 09, 2024 | Burke Michael J Jr | President | Buy | $13.38K |
| Aug 05, 2024 | POTES KELLY | Chief Executive Officer | Buy | $26.55K |
| Aug 05, 2024 | POTES KELLY | Chief Executive Officer | Buy | $26.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | 14 | - |
| 2024 Q2 | - | - |
COFS Ownership FAQ
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