Gradient Investments LLC
Position in COFS — Choiceone Financial Services Inc
CIK 1542265
ARDEN HILLS, MN
Position in COFS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$316,812
+$54,790 QoQ
Shares Held
9,318
0.0% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 6 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gradient Investments LLC holds $83,921,616 across 17 Banks - Regional names. COFS ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
959,843 | $22,124,381 | |
| 2 | USB |
US Bancorp De
|
279,287 | $16,868,934 | |
| 3 | NWG |
NatWest Group plc
|
349,922 | $6,169,124 | |
| 4 | LYG |
Lloyds Banking Group plc
|
1,038,552 | $6,054,758 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
598,687 | $5,735,421 | |
| 6 | KB |
KB Financial Group Inc.
|
52,942 | $5,556,792 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
160,989 | $5,434,988 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
46,256 | $4,666,305 |
All Filings in COFS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,812 | 9,318 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $262,022 | 9,318 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $275,067 | 9,318 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $269,849 | 9,318 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $267,426 | 9,318 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $268,078 | 9,318 | Shares | Sole | 2025-04-09 | |
| 2024-06-30 | $46,699 | 1,630 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $44,580 | 1,630 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $47,759 | 1,630 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $32,013 | 1,630 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $37,490 | 1,630 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $96,669 | 3,830 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $111,070 | 3,830 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||