Capstone Financial Advisors, Inc.
Position in COFS — Choiceone Financial Services Inc
CIK 1599217
DOWNERS GROVE, IL
Position in COFS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$227,772
-$11,340 QoQ
Shares Held
8,100
0.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Capstone Financial Advisors, Inc. holds $1,922,217 across 4 Banks - Regional names. COFS ranks #4 (11.8% of the industry book) .
All Filings in COFS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,772 | 8,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $239,112 | 8,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $234,576 | 8,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $232,470 | 8,100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $233,037 | 8,100 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||