Shakespeare Wealth Management, LLC
Position in COFS — Choiceone Financial Services Inc
CIK 1658509
Pewaukee, WI
Position in COFS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$764,807
-$52,395 QoQ
Shares Held
27,198
-1.8% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
2.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026Shakespeare Wealth Management, LLC holds $4,517,941 across 6 Banks - Regional names. COFS ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
98,749 | $1,545,421 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,428 | $1,042,004 | |
| 3 | COFS |
Choiceone Financial Services Inc
This page
|
27,198 | $764,807 | |
| 4 | MBWM |
Mercantile Bank Corp
|
11,574 | $584,487 | |
| 5 | KEY |
Keycorp /New/
|
18,121 | $363,326 | |
| 6 | ASB |
Associated Banc-Corp
|
8,426 | $217,896 |
All Filings in COFS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $764,807 | 27,198 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $817,202 | 27,683 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $801,699 | 27,683 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,079,722 | 37,621 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,082,356 | 37,621 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,380,016 | 38,721 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,196,866 | 38,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,132,276 | 39,521 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,080,899 | 39,521 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,301,974 | 44,436 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $872,723 | 44,436 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,022,028 | 44,436 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,121,564 | 44,436 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,288,644 | 44,436 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $965,149 | 44,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $894,941 | 44,436 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,113,566 | 44,436 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,247,493 | 47,093 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,165,551 | 47,093 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,140,592 | 47,093 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,132,586 | 47,093 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,450,935 | 47,093 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,225,359 | 47,093 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,391,566 | 47,076 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||