Choiceone Financial Services Inc: which funds bought and sold

Institutions that bought and sold Choiceone Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 77 institutions that filed 13F reports for both quarters added to or opened positions in Choiceone Financial Services, and 38 cut or closed them. Together they added a net 211K shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 77K shares (+5.8%); index fund managers were net buyers of 68K shares (+2.0%). 25 opened a new position and 15 sold out entirely.

Bought, Q2 2026 77 institutions, 25 of them new holders Sold, Q2 2026 38 institutions, 15 of them sold out

Net change, all compared +211K shares (+3.1%)

Net change, active managers +77K shares (+5.8%), 10 bought, 11 sold

Buyers versus sellers

institutions compared, 142

77 bought 27 38 sold

Active managers and hedge funds 10 bought · 11 sold · +77K

Index fund managers 8 bought · 3 sold · +68K

Other institutions 59 bought · 24 sold · +65K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+158K +328.0%	206K	$7M
State Street Corp Index funds	+126K +39.3%	447K	$15.2M
Blackrock, Inc. Index funds	+124K +12.8%	1.1M	$37M
American Century Companies Inc Active manager	+99K +104.9%	193K	$6.6M
Segall Bryant & Hamill, LLC Active manager	+87K New position	87K	$3M
Dimensional Fund Advisors LP	+48K +20.1%	289K	$9.8M
Goldman Sachs Group Inc	+41K +25.7%	199K	$6.8M
Nuveen, LLC	+37K +67.2%	93K	$3.2M
Geode Capital Management, LLC Index funds	+30K +8.6%	381K	$13M
Strs Ohio	+22K New position	22K	$734,400
Inspire Investing, LLC	+20K New position	20K	$681,802
Vanguard Portfolio Management LLC Index funds	+20K +24.0%	102K	$3.5M
Quantinno Capital Management LP	+18K +164.0%	29K	$972,400
UBS Group AG	+16K +84.9%	35K	$1.2M
Marshall Wace, LLP Hedge fund	+16K +18.5%	101K	$3.4M
Xtx Topco Ltd	+13K New position	13K	$439,280
Citigroup Inc	+11K +335.0%	14K	$476,068
Ieq Capital, LLC	+11K New position	11K	$360,130
Prudential Financial Inc	+9,025 New position	9,025	$306,850
Bank Of America Corp	+8,877 +22.4%	49K	$1.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+158K +328.0%	206K	$7M
American Century Companies Inc Active manager	+99K +104.9%	193K	$6.6M
Segall Bryant & Hamill, LLC Active manager	+87K New position	87K	$3M
Marshall Wace, LLP Hedge fund	+16K +18.5%	101K	$3.4M
Centiva Capital, LP Hedge fund	+6,560 New position	6,560	$223,040
Bridgeway Capital Management, LLC Active manager	+3,211 +4.5%	75K	$2.5M
Price T Rowe Associates Inc Active manager	+2,133 +21.7%	12K	$407,000
Hotchkis & Wiley Capital Management LLC Active manager	+1,200 +0.5%	227K	$7.7M
FMR LLC Active manager	+79 +18.3%	511	$17,374
Federated Hermes, Inc. Active manager	+58 New position	58	$1,972

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Proshare Advisors LLC Index funds	−221K Sold out	0	—
Jacobs Asset Management, LLC	−196K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−69K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−58K −39.7%	88K	$3M
Millennium Management LLC Hedge fund	−45K Sold out	0	—
Citadel Advisors LLC Hedge fund	−37K Sold out	0	—
Jane Street Group, LLC	−26K Sold out	0	—
Trexquant Investment LP Hedge fund	−21K −67.4%	10K	$348,194
Wellington Management Group LLP Active manager	−17K Sold out	0	—
Alliancebernstein L.P. Active manager	−16K −4.4%	343K	$9.6M
Northern Trust Corp Index funds	−16K −2.3%	676K	$23M
Fourthstone LLC	−14K Sold out	0	—
Morgan Stanley	−13K −10.7%	111K	$3.8M
Squarepoint Ops LLC Hedge fund	−12K Sold out	0	—
Numerai Gp LLC	−11K −51.8%	11K	$363,732
Vanguard Capital Management LLC Index funds	−8,874 −1.4%	624K	$21.2M
Balyasny Asset Management L.P. Hedge fund	−8,675 Sold out	0	—
Sei Investments Co	−7,500 −38.7%	12K	$404,328
Point72 Asset Management, L.P. Hedge fund	−7,206 −25.6%	21K	$713,796
Odyssean, LLC	−4,926 −44.0%	6,259	$212,806

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	−69K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−58K −39.7%	88K	$3M
Millennium Management LLC Hedge fund	−45K Sold out	0	—
Citadel Advisors LLC Hedge fund	−37K Sold out	0	—
Trexquant Investment LP Hedge fund	−21K −67.4%	10K	$348,194
Wellington Management Group LLP Active manager	−17K Sold out	0	—
Alliancebernstein L.P. Active manager	−16K −4.4%	343K	$9.6M
Squarepoint Ops LLC Hedge fund	−12K Sold out	0	—
Balyasny Asset Management L.P. Hedge fund	−8,675 Sold out	0	—
Point72 Asset Management, L.P. Hedge fund	−7,206 −25.6%	21K	$713,796

New positions

largest by value

Institution	Shares	Value June 30, 2026
Segall Bryant & Hamill, LLCActive manager	87K	$3M
Strs Ohio	22K	$734,400
Inspire Investing, LLC	20K	$681,802
Xtx Topco Ltd	13K	$439,280
Ieq Capital, LLC	11K	$360,130
Prudential Financial Inc	9,025	$306,850
Mercer Global Advisors Inc	8,341	$283,599
Mutual Advisors, LLC	7,633	$259,522
Semanteon Capital Management, LP	7,331	$249,254
Mariner, LLC	7,323	$248,974

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Proshare Advisors LLCIndex funds	221K	$6.2M
Jacobs Asset Management, LLC	196K	$5.5M
Qube Research & Technologies LtdHedge fund	69K	$1.9M
Millennium Management LLCHedge fund	45K	$1.3M
Citadel Advisors LLCHedge fund	37K	$1M
Jane Street Group, LLC	26K	$721,756
Wellington Management Group LLPActive manager	17K	$466,933
Fourthstone LLC	14K	$384,738
Squarepoint Ops LLCHedge fund	12K	$341,011
Balyasny Asset Management L.P.Hedge fund	8,675	$243,941

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 127
Ten largest holders: 64.3%
Index fund managers: 49.7%
Active managers and hedge funds: 20.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	11	3	6	+77K	+5.8%
Index fund managers	8	3	1	1	+68K	+2.0%
Other institutions	59	24	21	8	+65K	+3.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Choiceone Financial Services.

Only managers that filed a holdings report for both quarters are compared (142 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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