Fund HoldingsFourthstone LLC

Total Portfolio Value
$307.01M
Total Bought
$56.73M
Total Sold
$214.73M
Net Transaction
-$158.00M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
COMMUNITY WEST BANCSHARES417,4441,789,771+1,372,3277,25935,59911.60%+28,339
ORRSTOWN FINL SVCS INC(ORRF)227,882491,132+263,2506,72313,1484.28%+6,425
CODORUS VY BANCORP INC690,849890,019+199,17017,75520,2576.60%+2,502
CARTER BANKSHARES INC535,826791,964+256,1388,02110,0103.26%+1,989
FIRST UTD CORP156,373220,052+63,6793,6765,0411.64%+1,365
FIRST CMNTY CORP S C506,940658,298+151,35810,91411,4743.74%+560
HANOVER BANCORP INC036,354+36,35405390.18%+539
HMN FINL INC256,383298,590+42,2075,8976,3002.05%+403
TERRITORIAL BANCORP INC266,890397,173+130,2832,9763,2011.04%+225
OLD POINT FINL CORP27,03820,791-6,2474853690.12%-116
SB FINL GROUP INC13,9570-13,9572140-214
AUBURN NATL BANCORP44,80937,264-7,5459547180.23%-235
AFFINITY BANCSHARES INC15,1750-15,1752420-242
SANDY SPRING BANCORP INC9,4900-9,4902590-259
PARKE BANCORP INC17,7000-17,7003580-358
CF BANKSHARES INC119,20694,873-24,3332,3251,8950.62%-430
BANKFINANCIAL CORP42,8110-42,8114390-439
CHEMUNG FINL CORP380,882436,009+55,12718,96818,5226.03%-446
CB FINL SVCS INC19,2310-19,2314580-458
BANK OF THE JAMES FINL GP IN107,15474,166-32,9881,3097680.25%-541
FIRST SVGS FINL GROUP INC143,01083,695-59,3152,4031,4020.46%-1,001
TRUIST FINL CORP(TFC)27,1300-27,1301,0020-1,002
AMERISERV FINL INC316,4280-316,4281,0240-1,024
HERITAGE COMM CORP105,2080-105,2081,0440-1,044
FIRST NORTHWEST BANCORP948,762898,557-50,20515,12314,0624.58%-1,061
EAGLE BANCORP MONT INC440,364456,939+16,5756,9535,8671.91%-1,086
RIVERVIEW BANCORP INC1,722,4632,098,676+376,21311,0249,9063.23%-1,118
LINKBANCORP INC
COM
149,3720-149,3721,1900-1,190
COLONY BANKCORP INC1,443,3561,563,859+120,50319,19717,9845.86%-1,212
FIRST BANCSHARES INC MS45,4900-45,4901,3340-1,334
SUMMIT FINL GROUP INC234,721214,537-20,1847,2045,8271.90%-1,377
FIRST FINL CORP IND(THFF)32,3210-32,3211,3910-1,391
OP BANCORP131,9980-131,9981,4450-1,445
FIRST NATL CORP531,935620,651+88,71611,57010,0923.29%-1,478
INVESTAR HLDG CORP972,906784,257-188,64914,50612,8304.18%-1,676
FIRST INTERNET BANCORP81,3190-81,3191,9670-1,967
NB BANCORP INC(NBBK)150,0000-150,0002,0180-2,017
TIMBERLAND BANCORP INC67,4660-67,4662,1220-2,122
CIVISTA BANCSHARES INC123,0920-123,0922,2700-2,270
FRANKLIN FINL SVCS CORP433,850434,375+52513,68811,3813.71%-2,307
CITIZENS FINL SVCS INC37,0400-37,0402,3970-2,397
CALIFORNIA BANCORP INC108,1110-108,1112,6770-2,677
EVANS BANCORP INC84,9550-84,9552,6790-2,679
MIDWESTONE FINL GROUP INC NE103,4070-103,4072,7830-2,783
WESTERN NEW ENG BANCORP INC334,7170-334,7173,0120-3,012
PEOPLES BANCORP N C INC536,725484,819-51,90616,60613,5024.40%-3,104
BANK MARIN BANCORP147,0450-147,0453,2380-3,238
MERIDIAN CORPORATION1,035,6311,115,074+79,44314,39511,0623.60%-3,334
SOUTHERN CALIF BANCORP1,486,6671,501,808+15,14125,79422,3927.29%-3,402
SIERRA BANCORP153,7660-153,7663,4670-3,467
BV FINL INC256,1920-256,1923,6330-3,633
EQUITY BANCSHARES INC(EQBK)120,8820-120,8824,0980-4,098
HAWTHORN BANCSHARES INC162,7190-162,7194,1280-4,128
BLUE RIDGE BANKSHARES INC VA1,615,5070-1,615,5074,8950-4,895
CITIZENS CMNTY BANCORP INC M434,6920-434,6925,0900-5,090
FINWARD BANCORP428,538187,912-240,62610,8164,6231.51%-6,194
WEBSTER FINL CORP(WBS)147,0180-147,0187,4630-7,463
FIRST FNDTN INC
COM
1,056,1440-1,056,14410,2230-10,223
PRIMIS FINANCIAL CORP949,167143,576-805,59112,0161,7470.57%-10,269
SHORE BANCSHARES INC3,289,7443,173,506-116,23846,87936,49511.89%-10,384
WESTERN ALLIANCE BANCORP(WAL)175,5190-175,51911,5470-11,547
HEARTLAND FINL USA INC315,2070-315,20711,8550-11,855
EAGLE BANCORP INC MD(EGBN)421,8230-421,82312,7140-12,714
COLUMBIA BKG SYS INC(COLB)702,0580-702,05818,7310-18,731
HOMESTREET INC(MCHB)1,865,8960-1,865,89619,2190-19,219
CENTRAL VY CMNTY BANCORP1,150,6570-1,150,65725,7170-25,717
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