HOEY INVESTMENTS, INC COFS — CHOICEONE FINL SVCS INC

Ownership history in HOEY INVESTMENTS, INC  ·  5 quarters on record

AI Ownership Summary

HOEY INVESTMENTS, INC reported CHOICEONE FINL SVCS INC (COFS) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows COFS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HOEY INVESTMENTS, INC's position in CHOICEONE FINL SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COFS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COFS stock page HOEY INVESTMENTS, INC fund profile HOEY INVESTMENTS, INC full holdings
How HOEY INVESTMENTS, INC held COFS — position size vs. price
% of Fund (quarterly)    COFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 135 — 0% 0.00% $4K 2026-04-29 $30.07
2025 Q4 UNCHANGED — — — 135 — 0% 0.00% $4K 2026-01-28 $28.20
2025 Q3 UNCHANGED — — — 135 — 0% 0.00% $4K 2025-11-13 $29.20
2025 Q2 REDUCED 98.4% +2.5% ❌ 135 -8,100 -98.4% 0.00% $4K 2025-07-14 $29.05
2025 Q1 INITIATED — — — 8,235 — — 0.05% $237K 2025-04-16 $25.02

🏢 Other funds also holding COFS

As of 2026 Q1 — sorted by position size

JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 3.3% Shakespeare Wealth Management, LLC 3Y 7Y 0.18% Odyssean, LLC 0.11% HBW ADVISORY SERVICES LLC 3Y 0.07% Fourthstone LLC 3Y 0.07% Numerai GP LLC 3Y 0.06% GENDELL JEFFREY L 3Y 7Y 0.06% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.04% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 0.02% SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 3Y 7Y 0.02%

FAQ About HOEY INVESTMENTS, INC and COFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has HOEY INVESTMENTS, INC reported owning COFS?

HOEY INVESTMENTS, INC reported COFS across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported COFS position in HOEY INVESTMENTS, INC's portfolio?

The largest reported portfolio weight for COFS was 0.05% in 2025 Q1.

What is the latest reported COFS position on this page?

The most recent filing on this page is 2026 Q1, when HOEY INVESTMENTS, INC reported 135 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this COFS ownership page compare?

The chart compares HOEY INVESTMENTS, INC's quarterly COFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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