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Fourthstone LLC

SEC CIK
0001767803
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
29
−36 vs. Q4 2023
Portfolio value
$307.0M
−$186.8M (−37.8%) vs. Q4 2023
Filed
May 14, 2024
SEC
Holdings of Fourthstone LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SHBIShore Bancshares IncCOM3,173,506$36.5M11.9%−116,238−3.5%ReducedHistory
CWBCCommunity West BancsharesCOM1,789,771$35.6M11.6%+1,372,327+328.7%AddedHistory
BCALCalifornia BanCorpCOM1,501,808$22.4M7.3%+15,141+1.0%AddedHistory
CVLYCodorus Valley Bancorp IncCOM890,019$20.3M6.6%+199,170+28.8%AddedHistory
CHMGChemung Financial CorpCOM436,009$18.5M6.0%+55,127+14.5%AddedHistory
CBANColony Bankcorp IncCOM1,563,859$18.0M5.9%+120,503+8.3%AddedHistory
FNWBFirst Northwest BancorpCOM898,557$14.1M4.6%−50,205−5.3%ReducedHistory
PEBKPeoples Bancorp of North Carolina IncCOM484,819$13.5M4.4%−51,906−9.7%ReducedHistory
ORRFOrrstown Financial Services IncCOM491,132$13.1M4.3%+263,250+115.5%AddedHistory
ISTRInvestar Holding CorpCOM784,257$12.8M4.2%−188,649−19.4%ReducedHistory
FCCOFirst Community CorpCOM658,298$11.5M3.7%+151,358+29.9%AddedHistory
FRAFFranklin Financial Services CorpCOM434,375$11.4M3.7%+525+0.1%AddedHistory
MRBKMeridian CorpCOM1,115,074$11.1M3.6%+79,443+7.7%AddedHistory
FXNCFirst National CorpCOM620,651$10.1M3.3%+88,716+16.7%AddedHistory
CARECarter Bankshares, Inc.COM NEW791,964$10.0M3.3%+256,138+47.8%AddedHistory
RVSBRiverview Bancorp IncCOM2,098,676$9.91M3.2%+376,213+21.8%AddedHistory
HMNFHMN Financial IncCOM298,590$6.30M2.1%+42,207+16.5%AddedHistory
EBMTEagle Bancorp Montana, Inc.COM456,939$5.87M1.9%+16,575+3.8%AddedHistory
SMMFSummit Financial Group, Inc.COM214,537$5.83M1.9%−20,184−8.6%ReducedHistory
FUNCFirst United CorpCOM220,052$5.04M1.6%+63,679+40.7%AddedHistory
FNWDFinward BancorpCOM187,912$4.62M1.5%−240,626−56.2%ReducedHistory
TBNKTerritorial Bancorp Inc.COM397,173$3.20M1.0%+130,283+48.8%AddedHistory
CFBKCF Bankshares Inc.COM94,873$1.89M0.6%−24,333−20.4%ReducedHistory
FRSTPrimis Financial Corp.COM143,576$1.75M0.6%−805,591−84.9%ReducedHistory
FSFGFirst Savings Financial Group, Inc.COM83,695$1.40M0.5%−59,315−41.5%ReducedHistory
BOTJBank of the James Financial Group IncCOM74,166$768.4K0.3%−32,988−30.8%ReducedHistory
AUBNAuburn National Bancorporation, IncCOM37,264$718.3K0.2%−7,545−16.8%ReducedHistory
HNVRHanover Bancorp, Inc.COM NEW36,354$538.8K0.2%+36,354NewHistory
OPOFOld Point Financial CorpCOM20,791$369.0K0.1%−6,247−23.1%ReducedHistory

Sold out since Q4 2023 (37)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Fourthstone LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
Community West Bancshares155685100COM1,150,657$25.7M5.2%–
MCHBMechanics BancorpCL A1,865,896$19.2M3.9%History
COLBColumbia Banking System, Inc.COM702,058$18.7M3.8%History
EGBNEagle Bancorp IncCOM421,823$12.7M2.6%History
HTLFHeartland Financial USA IncCOM315,207$11.9M2.4%History
WALWestern Alliance BancorporationCOM175,519$11.5M2.3%History
FFWMFirst Foundation Inc.COM1,056,144$10.2M2.1%History
WBSWebster Financial CorpCOM147,018$7.46M1.5%History
CZWICitizens Community Bancorp Inc.COM434,692$5.09M1.0%History
BRBSBlue Ridge Bankshares, Inc.COM1,615,507$4.89M1.0%History
HWBKHawthorn Bancshares, Inc.COM162,719$4.13M0.8%History
EQBKEquity Bancshares IncCOM CL A120,882$4.10M0.8%History
BVFLBV Financial, Inc.COM NEW256,192$3.63M0.7%History
BSRRSierra BancorpCOM153,766$3.47M0.7%History
BMRCBank of Marin BancorpCOM147,045$3.24M0.7%History
WNEBWestern New England Bancorp, Inc.COM334,717$3.01M0.6%History
MOFGMidWestOne Financial Group, Inc.COM103,407$2.78M0.6%History
EVBNEvans Bancorp IncCOM NEW84,955$2.68M0.5%History
CALBCalifornia BanCorpCOM108,111$2.68M0.5%History
CZFSCitizens Financial Services IncCOM37,040$2.40M0.5%History
CIVBCivista Bancshares, Inc.COM NO PAR123,092$2.27M0.5%History
TSBKTimberland Bancorp IncCOM67,466$2.12M0.4%History
NBBKNB Bancorp, Inc.COM150,000$2.02M0.4%History
INBKFirst Internet BancorpCOM81,319$1.97M0.4%History
OPBKOP BancorpCOM131,998$1.45M0.3%History
THFFFirst Financial CorpStock32,321$1.39M0.3%History
FBMSFirst Bancshares IncCOM45,490$1.33M0.3%History
LNKBLINKBANCORP, Inc.COMMON STOCK149,372$1.19M0.2%History
HTBKHeritage Commerce CorpCOM105,208$1.04M0.2%History
ASRVAmeriserv Financial IncCOM316,428$1.02M0.2%History
TFCTruist Financial CorpCOM27,130$1.00M0.2%History
CBFVCB Financial Services, Inc.COM19,231$457.9K0.1%History
BFINBankFinancial CORPCOM42,811$439.2K0.1%History
PKBKParke Bancorp, Inc.COM17,700$358.4K0.1%History
SASRSandy Spring Bancorp IncCOM9,490$258.5K0.1%History
AFBIAffinity Bancshares, Inc.COM15,175$242.3K<0.1%History
SBFGSB Financial Group, Inc.COM13,957$214.2K<0.1%History