Fund HoldingsFourthstone LLC

Total Portfolio Value
$509.75M
Total Bought
$175.89M
Total Sold
$65.81M
Net Transaction
+$110.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
FIRST CMNTY CORP S C190,438559,185+368,7474,29613,6332.67%+9,337
CF BANKSHARES INC76,549421,191+344,6421,68710,0961.98%+8,409
ATLANTIC UN BANKSHARES CORP(AUB)59,200321,400+262,2001,84310,0531.97%+8,210
FINANCIAL INSTNS INC(FISI)547,087846,661+299,57413,65521,7424.27%+8,087
HANOVER BANCORP INC0292,273+292,27306,6901.31%+6,690
FVCBANKCORP INC204,975734,650+529,6752,1678,6691.70%+6,502
ORANGE CNTY BANCORP INC0240,308+240,30806,2101.22%+6,210
MAINSTREET BANCSHARES INC33,199338,085+304,8865556,3901.25%+5,835
KEARNY FINL CORP MD245,8501,109,666+863,8161,5397,1681.41%+5,629
BURKE HERBERT FINL SVCS CORP(BHRB)21,417113,508+92,0911,2026,7801.33%+5,578
METROPOLITAN BK HLDG CORP(MCB)69,769129,634+59,8653,9069,0741.78%+5,168
WESBANCO INC(WSBC)58,400208,300+149,9001,8086,5891.29%+4,780
BANK MARIN BANCORP70,609276,578+205,9691,5586,3171.24%+4,759
MVB FINL CORP69,133259,356+190,2231,1975,8431.15%+4,646
BANKWELL FINL GROUP INC166,563266,865+100,3025,0279,6151.89%+4,588
PRIMIS FINANCIAL CORP180,336576,260+395,9241,7626,2521.23%+4,491
EAGLE BANCORP INC MD(EGBN)394,201644,930+250,7298,27812,5632.46%+4,285
CONNECTONE BANCORP INC(CNOB)45,600208,060+162,4601,1094,8190.95%+3,710
PARKE BANCORP INC58,504200,838+142,3341,1024,0910.80%+2,989
FIRST UTD CORP095,617+95,61702,9650.58%+2,965
CARTER BANKSHARES INC443,933583,893+139,9607,18310,1251.99%+2,942
MERIDIAN CORPORATION772,4491,084,319+311,87011,12313,9772.74%+2,854
RBB BANCORP0164,468+164,46802,8300.56%+2,830
FIRST INTERNET BANCORP40,900145,141+104,2411,0953,9040.77%+2,809
SOUTHERN FIRST BANCSHARES66,181129,174+62,9932,1794,9120.96%+2,734
VALLEY NATL BANCORP(VLY)114,871355,200+240,3291,0213,1720.62%+2,151
OP BANCORP115,552263,790+148,2381,3893,4270.67%+2,038
NATIONAL BANKSHARES INC VA14,55984,006+69,4473882,2850.45%+1,897
WEBSTER FINL CORP(WBS)21,00053,200+32,2001,0832,9050.57%+1,822
FLUSHING FINL CORP104,096258,075+153,9791,3223,0660.60%+1,744
WESTERN ALLIANCE BANCORP(WAL)021,500+21,50001,6770.33%+1,677
LINKBANCORP INC
COM
124,841327,439+202,5988462,3940.47%+1,547
JOHN MARSHALL BANCORP INC082,857+82,85701,5350.30%+1,535
CITIZENS CMNTY BANCORP INC M144,551252,793+108,2422,0793,4890.68%+1,410
UNITED SEC BANCSHARES CALIF323,757497,500+173,7432,9014,3030.84%+1,403
EASTERN BANKSHARES INC(EBC)084,700+84,70001,2930.25%+1,293
PLUMAS BANCORP028,723+28,72301,2770.25%+1,277
OAK VY BANCORP OAKDALE CALIF103,708141,400+37,6922,5893,8520.76%+1,263
PATHFINDER BANCORP INC MD080,127+80,12701,2290.24%+1,229
FIRST FNDTN INC
COM
422,380670,016+247,6362,1923,4170.67%+1,225
CAPITOL FED FINL INC(CFFN)0198,300+198,30001,2100.24%+1,210
FIFTH DIST BANCORP INC091,367+91,36701,1280.22%+1,128
CITIZENS FINL GROUP INC(CFG)025,100+25,10001,1230.22%+1,123
AMERANT BANCORP INC052,600+52,60009590.19%+959
AMES NATL CORP47,97199,765+51,7948401,7770.35%+936
DIME CMNTY BANCSHARES INC(DCBG)78,800116,100+37,3002,1973,1280.61%+931
MIDWESTONE FINL GROUP INC NE031,360+31,36009020.18%+902
BUSINESS FIRST BANCSHARES IN(BFST)034,654+34,65408540.17%+854
OLD SECOND BANCORP INC ILL(OSBC)046,000+46,00008160.16%+816
OPTIMUMBANK HLDGS INC346,454500,853+154,3991,4242,2390.44%+815
CHEMUNG FINL CORP016,286+16,28607890.15%+789
SIERRA BANCORP025,522+25,52207580.15%+758
OCEANFIRST FINL CORP(OCFC)75,547113,113+37,5661,2851,9920.39%+707
INDEPENDENT BK CORP MASS010,000+10,00006290.12%+629
HERITAGE COMM CORP061,100+61,10006070.12%+607
C & F FINL CORP09,771+9,77106030.12%+603
OLD NATL BANCORP IND(ONB)028,000+28,00005980.12%+598
INVESTAR HLDG CORP030,233+30,23305840.11%+584
PEOPLES BANCORP N C INC16,33735,162+18,8254451,0140.20%+569
PEOPLES FINL SVCS CORP011,512+11,51205680.11%+568
WATERSTONE FINL INC MD22,83763,194+40,3573078730.17%+566
FIRST BUSEY CORP(BUSE)26,00049,038+23,0385621,1220.22%+561
BANK OF THE JAMES FINL GP IN177,374225,618+48,2442,6223,1720.62%+551
CNB FINL CORP PA(CCNE)37,67160,371+22,7008381,3800.27%+542
OHIO VY BANC CORP016,357+16,35705270.10%+527
PROVIDENT FINL SVCS INC(PFS)030,000+30,00005260.10%+526
HORIZON BANCORP INC(HBNC)034,000+34,00005230.10%+523
NORWOOD FINANCIAL CORP019,792+19,79205100.10%+510
PROVIDENT FINL HLDGS INC87,654115,210+27,5561,2791,7860.35%+507
CIVISTA BANCSHARES INC020,225+20,22504690.09%+469
TIMBERLAND BANCORP INC012,897+12,89704020.08%+402
TEXAS COMMUNITY BANCSHARES I023,470+23,47003770.07%+377
PRINCETON BANCORP INC10,05420,454+10,4003076250.12%+318
FIRST BK WILLIAMSTOWN NEW JE
COM
29,60046,600+17,0004387210.14%+283
CB FINL SVCS INC26,90234,621+7,7197659870.19%+221
BERKSHIRE HILLS BANCORP INC40,50051,000+10,5001,0571,2770.25%+220
LCNB CORP013,269+13,26901930.04%+193
TRUIST FINL CORP(TFC)24,00025,100+1,1009881,0790.21%+91
VIRGINIA NATL BANKSHARES COR8,3808,874+4943023280.06%+26
CALIFORNIA BANCORP2,409,1782,189,671-219,50734,52434,5096.77%-14
MID PENN BANCORP INC(MPB)24,50020,531-3,9696355790.11%-56
EAGLE FINL SVCS INC271,364281,262+9,8988,8988,6121.69%-286
ECB BANCORP INC23,0430-23,0433490-349
BV FINL INC869,040842,560-26,48013,26212,8322.52%-429
COLUMBIA BKG SYS INC(COLB)21,0000-21,0005240-524
WESTERN NEW ENG BANCORP INC601,166540,508-60,6585,5914,9890.98%-602
RED RIVER BANCSHARES INC12,8000-12,8006610-661
SHORE BANCSHARES INC710,862566,926-143,9369,6258,9121.75%-713
FIRSTSUN CAP BANCORP(FSUN)30,0006,798-23,2021,0852360.05%-848
FINWARD BANCORP85,42054,930-30,4902,4861,5170.30%-969
COLONY BANKCORP INC682,658608,709-73,94911,02510,0251.97%-999
US BANCORP DEL(USB)24,1000-24,1001,0180-1,018
BLUE RIDGE BANKSHARES INC VA355,2120-355,2121,1580-1,158
PNC FINL SVCS GROUP INC(PNC)6,6180-6,6181,1630-1,163
FRANKLIN FINL SVCS CORP400,623375,872-24,75114,20213,0152.55%-1,188
HOMESTREET INC(MCHB)113,9060-113,9061,3370-1,337
FIRST NORTHWEST BANCORP863,812937,390+73,5788,7767,2181.42%-1,558
BRIDGEWATER BANCSHARES INC156,96421,084-135,8802,1803350.07%-1,845
FIRST CAP INC57,3120-57,3122,1860-2,186
COMMUNITY WEST BANCSHARES NE1,795,5661,573,924-221,64233,18230,7076.02%-2,475
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