CWM, LLC

Position in COFS — Choiceone Financial Services Inc

CIK 1535847 OMAHA, NE

Position in COFS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$241,719

+$541 QoQ

Shares Held

8,596

+5.2% QoQ

Ownership

0.057%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0.47696603071195903.ToString("F0")% Shared 0.ToString("F0")% None 99.52303396928805.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $208,703,709 across 284 Banks - Regional names. COFS ranks #111 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	174,338	$36,277,994
2	CFG	Citizens Financial Group Inc/Ri	225,549	$13,526,173
3	USB	US Bancorp De	241,668	$12,569,152
4	PNFP	Pinnacle Financial Partners, Inc.	131,724	$11,346,705
5	PB	Prosperity Bancshares Inc	130,471	$8,765,041
6	BPOP	Popular, Inc.	44,953	$6,031,344
7	TFC	Truist Financial Corp	123,198	$5,663,412
8	FHN	First Horizon Corp	190,735	$4,341,128

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$241,719	8,596	+5.2%	Shares	Sole	2026-05-14
2025-12-31	$241,178	8,170	-0.4%	Shares	Sole	2026-01-26
2025-09-30	$237,500	8,201	-0.3%	Shares	Sole	2025-10-15
2025-06-30	$236,000	8,223	+6.0%	Shares	Sole	2025-07-25
2025-03-31	$223,168	7,757	+58.9%	Shares	Sole	2025-05-01
2024-12-31	$173,958	4,881	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$150,686	4,875	+1.3%	Shares	Sole	2024-10-08
2024-06-30	$137,921	4,814	+0.3%	Shares	Sole	2024-07-10
2024-03-31	$131,225	4,798	+33.8%	Shares	Sole	2024-04-05
2023-12-31	$105,099	3,587	-25.2%	Shares	Sole	2024-02-01
2023-09-30	$94,232	4,798	-2.1%	Shares	Sole	2023-10-11
2023-06-30	$112,769	4,903	0.0%	Shares	Sole	2023-08-03
2023-03-31	$123,751	4,903	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.