Fund HoldingsFourthstone LLC

Total Portfolio Value
$589.98M
Total Bought
$153.59M
Total Sold
$98.31M
Net Transaction
+$55.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BURKE HERBERT FINL SVCS CORP(BHRB)72,663246,421+173,7584,52815,3502.60%+10,822
COLONY BANKCORP INC1,711,2132,064,886+353,67330,49441,2366.99%+10,742
CARTER BANKSHARES INC1,236,3931,502,119+265,72624,30735,0295.94%+10,722
METROPOLITAN BK HLDG CORP(MCB)0125,601+125,601010,4611.77%+10,461
AMES NATL CORP438,696683,250+244,55410,07219,2813.27%+9,209
TRUIST FINL CORP(TFC)0153,100+153,10007,0381.19%+7,038
TOWNEBANK PORTSMOUTH VA
COM
0200,884+200,88406,7641.15%+6,764
LINKBANCORP INC
COM
1,066,8361,781,185+714,3498,81214,8552.52%+6,043
EAGLE BANCORPORATION INC(EGBN)0212,341+212,34105,2810.90%+5,281
TIMBERLAND BANCORP INC109,687230,328+120,6413,9279,0821.54%+5,155
COASTALSOUTH BANCSHARES INC959,7971,100,504+140,70722,31527,0614.59%+4,746
PROSPERITY BANCSHARES INC(PB)069,500+69,50004,6690.79%+4,669
EAGLE BANCORP MONT INC342,748551,952+209,2046,82111,3591.93%+4,538
PARKE BANCORP INC620,899700,349+79,45015,54719,8903.37%+4,343
FVCBANKCORP INC1,088,9521,275,574+186,62215,14719,3763.28%+4,229
OAK VY BANCORP OAKDALE CALIF305,401411,189+105,7889,18013,3352.26%+4,155
INVESTAR HOLDING CORP695,992827,389+131,39718,59722,5633.82%+3,966
NATIONAL BANKSHARES INC VA226,138288,567+62,4297,58210,5071.78%+2,924
BUSINESS FIRST BANCSHARES IN(BFST)132,169231,075+98,9063,4556,2481.06%+2,793
MID PENN BANCORP INC(MPB)291,396367,386+75,9909,03911,8152.00%+2,776
PLUMAS BANCORP102,585148,183+45,5984,5857,2341.23%+2,650
MERIDIAN CORP1,121,7751,175,301+53,52619,72122,2843.78%+2,563
COMMUNITY WEST BANCSHARES NE1,310,8971,362,205+51,30829,49531,7395.38%+2,244
PINNACLE FINL PARTNERS INC(PNFP)025,600+25,60002,2050.37%+2,205
PEOPLES BANCORP N C INC154,533194,918+40,3855,5947,6331.29%+2,039
CF BANKSHARES INC634,535639,378+4,84315,83217,8453.02%+2,013
BANK OF THE JAMES FINL GP IN321,908385,498+63,5905,9817,9411.35%+1,960
WATERSTONE FINL INC MD199,702291,191+91,4893,3055,2500.89%+1,945
OHIO VY BANC CORP198,804219,663+20,8597,9489,6341.63%+1,686
FIRST CMNTY CORP S C537,072595,521+58,44915,92417,4072.95%+1,483
UMB FINL CORP(UMBF)010,500+10,50001,1840.20%+1,184
SOUTHSTATE BK CORP012,600+12,60001,1660.20%+1,166
HUNTINGTON BANCSHARES INC(HBAN)070,100+70,10001,0970.19%+1,097
OLD NATL BANCORP IND(ONB)047,000+47,00001,0390.18%+1,039
WESBANCO INC(WSBC)030,100+30,10001,0380.18%+1,038
ASSOCIATED BANC-CORP040,000+40,00001,0340.18%+1,034
AVIDBANK HLDGS INC1,091,0191,046,582-44,43728,97729,8285.06%+850
BANK OF MARIN BANCORP9,10041,834+32,7342371,0720.18%+836
CIVISTA BANCSHARES INC025,100+25,10005720.10%+572
UNITED SEC BANCSHARES CALIF637,917664,342+26,4256,4246,9821.18%+558
EAGLE FINL SVCS INC453,918532,199+78,28118,06418,6163.16%+553
CHOICEONE FINANCIA013,682+13,68203850.07%+385
VIRGINIA NATL BK CHRLOTSVLE08,437+8,43703220.05%+322
LANDMARK BANCORP INC012,578+12,57803120.05%+312
PROVIDENT FINL HLDGS INC352,151365,632+13,4815,6035,8941.00%+291
BRIDGEWATER BANCSHARES INC013,335+13,33502360.04%+236
PRINCETON BANCORP INC37,78942,485+4,6961,3111,4350.24%+124
CB FINL SVCS INC10,00610,245+2393493500.06%+1
JOHN MARSHALL BANCORP INC111,874108,178-3,6962,2362,1940.37%-43
HERITAGE FINL CORP WASH(HFWA)25,10019,970-5,1305945190.09%-74
TEXAS COMMUNITY BANCSHARES I24,88120,894-3,9874473660.06%-81
SIERRA BANCORP11,2290-11,2293670-367
RIVERVIEW BANCORP INC96,5560-96,5564850-485
NORWOOD FINANCIAL CORP19,4570-19,4575460-546
HANOVER BANCORP INC516,702521,651+4,94911,94111,2621.91%-679
FIRST NORTHWEST BANCORP939,429924,268-15,1618,8128,0231.36%-789
NORTHFIELD BANCORP INC DEL100,7850-100,7851,1520-1,152
FIRST UTD CORP37,5000-37,5001,4040-1,404
FIRST NATL CORP VA888,672774,119-114,55322,43020,8393.53%-1,591
WESTERN NEW ENG BANCORP INC319,953129,357-190,5964,0381,6730.28%-2,365
CNB FINL CORP PA(CCNE)279,557163,521-116,0367,3164,7360.80%-2,580
CITIZENS CMNTY BANCORP INC M168,0290-168,0292,9940-2,994
PRIMIS FINANCIAL CORP932,437731,358-201,07912,9709,7121.65%-3,258
ORANGE CNTY BANCORP INC192,84627,384-165,4625,5068760.15%-4,630
CALIFORNIA BANCORP275,43210,245-265,1875,1421820.03%-4,961
SOUTHERN FIRST BANCSHARES123,2404,561-118,6796,3492490.04%-6,101
MAINSTREET BANCSHARES INC767,792384,802-382,99015,6328,5431.45%-7,090
FINANCIAL INSTNS INC254,5010-254,5017,9330-7,933
SHORE BANCSHARES INC918,202421,457-496,74516,2347,8731.33%-8,361
FRANKLIN FINL SVCS CORP175,5700-175,5708,8140-8,814
ORRSTOWN FINL SVCS INC899,0160-899,01631,8430-31,843
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