Fund HoldingsFourthstone LLC

Total Portfolio Value
$440.62M
Total Bought
$222.58M
Total Sold
$149.97M
Net Transaction
+$72.60M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BANNER CORP(BANR)12,100324,219+312,11952813,7403.12%+13,212
HOMESTREET INC(MCHB)20,0001,609,620+1,589,62011812,5392.85%+12,421
SHORE BANCSHARES INC1,980,9213,308,024+1,327,10322,89934,8007.90%+11,901
FIRST MID ILL BANCSHARES INC(FMBH)26,984465,942+438,95865112,3752.81%+11,724
CVB FINL CORP(CVBF)330,173969,881+639,7084,38516,0713.65%+11,686
COLUMBIA BKG SYS INC(COLB)271,447811,058+539,6115,50516,4643.74%+10,960
BOK FINL CORP(BOKF)0108,317+108,31708,6631.97%+8,663
ENTERPRISE FINL SVCS CORP(EFSC)0230,848+230,84808,6571.96%+8,657
FIRST FNDTN INC
COM
01,213,013+1,213,01307,3751.67%+7,375
WEBSTER FINL CORP(WBS)84,000259,609+175,6093,17110,4652.38%+7,294
FIRST NORTHWEST BANCORP280,149778,256+498,1073,1889,5492.17%+6,361
PRIMIS FINANCIAL CORP33,190646,928+613,7382795,2721.20%+4,993
WESTERN ALLIANCE BANCORP(WAL)15,100118,600+103,5005515,4521.24%+4,901
HERITAGE FINL CORP WASH(HFWA)31,284270,184+238,9005064,4071.00%+3,901
RIVERVIEW BANCORP INC580,6311,194,686+614,0552,9266,6421.51%+3,716
CALIFORNIA BANCORP INC70,274218,405+148,1311,0544,3901.00%+3,336
CARTER BANKSHARES INC0262,667+262,66703,2910.75%+3,291
ATLANTIC UN BANKSHARES CORP(AUB)0111,921+111,92103,2210.73%+3,221
CITIZENS FINL SVCS INC067,191+67,19103,2200.73%+3,220
CULLEN FROST BANKERS INC(CFR)034,900+34,90003,1830.72%+3,183
SYNOVUS FINL CORP66,100185,100+119,0002,0005,1461.17%+3,146
WESTERN NEW ENG BANCORP INC185,659651,741+466,0821,0844,2300.96%+3,146
TIMBERLAND BANCORP INC173,363267,297+93,9344,4357,2441.64%+2,809
FRANKLIN FINL SVCS CORP202,537286,976+84,4395,6188,1791.86%+2,560
VERITEX HLDGS INC109,827247,728+137,9011,9694,4471.01%+2,478
FIRST BANCORP N C(FBNC)087,094+87,09402,4510.56%+2,451
COLONY BANKCORP INC992,0851,166,574+174,4899,34511,6602.65%+2,314
EAGLE BANCORP MONT INC50,773248,369+197,5966722,9560.67%+2,284
CHEMUNG FINL CORP410,205450,097+39,89215,75617,8284.05%+2,072
PEOPLES BANCORP N C INC561,806557,722-4,08410,20812,2672.78%+2,059
BANK MARIN BANCORP28,299133,968+105,6695002,4490.56%+1,949
FIRST INTERNET BANCORP0119,019+119,01901,9290.44%+1,929
FIRST FINL CORP IND(THFF)7,50060,898+53,3982442,0590.47%+1,815
CODORUS VY BANCORP INC380,654496,056+115,4027,4659,2462.10%+1,782
METROPOLITAN BK HLDG CORP(MCB)048,995+48,99501,7780.40%+1,778
MERIDIAN CORPORATION444,991622,185+177,1944,3616,0941.38%+1,733
HAWTHORN BANCSHARES INC0102,791+102,79101,6700.38%+1,670
SOUTHERN CALIF BANCORP1,746,9951,827,307+80,31223,96925,6015.81%+1,632
FIRST UTD CORP093,850+93,85001,5230.35%+1,523
EAGLE BANCORP INC MD(EGBN)34,100103,333+69,2337222,2160.50%+1,495
CF BANKSHARES INC086,723+86,72301,4530.33%+1,453
RENASANT CORP052,922+52,92201,3860.31%+1,386
HERITAGE COMM CORP119,584266,985+147,4019902,2610.51%+1,271
HEARTLAND FINL USA INC33,00073,766+40,7669202,1710.49%+1,251
UNITED SEC BANCSHARES CALIF0165,563+165,56301,2320.28%+1,232
UNITED BANKSHARES INC WEST V(UBSI)043,900+43,90001,2110.27%+1,211
WESTAMERICA BANCORPORATION(WABC)025,502+25,50201,1030.25%+1,103
BRIDGEWATER BANCSHARES INC0115,706+115,70601,0970.25%+1,097
PROSPERITY BANCSHARES INC(PB)019,900+19,90001,0860.25%+1,086
WELLS FARGO CO NEW(WFC)026,100+26,10001,0660.24%+1,066
CITIZENS CMNTY BANCORP INC M77,493182,318+104,8256861,7500.40%+1,064
MACATAWA BK CORP0118,394+118,39401,0610.24%+1,061
TERRITORIAL BANCORP INC0113,219+113,21901,0290.23%+1,029
SOUTHSTATE CORPORATION015,100+15,10001,0170.23%+1,017
NEW YORK CMNTY BANCORP INC088,000+88,00009980.23%+998
TRICO BANCSHARES(TCBK)029,900+29,90009580.22%+958
HMN FINL INC48,64797,168+48,5219121,8590.42%+947
AMERISERV FINL INC0297,397+297,39707880.18%+788
BANK OF THE JAMES FINL GP IN18,43591,012+72,5771689560.22%+788
CIVISTA BANCSHARES INC52,743109,662+56,9199181,7000.39%+782
SIERRA BANCORP58,04593,054+35,0099851,7640.40%+779
CAPITAL BANCORP INC MD22,40856,280+33,8724061,0770.24%+671
OAK VY BANCORP OAKDALE CALIF18,26542,597+24,3324601,0680.24%+608
ORRSTOWN FINL SVCS INC38,02161,345+23,3247281,2890.29%+561
FIVE STAR BANCORP(FSBC)27,06257,990+30,9286051,1630.26%+558
CROSSFIRST BANKSHARES INC052,568+52,56805300.12%+530
PLUMAS BANCORP015,426+15,42605270.12%+527
HOMETRUST BANCSHARES INC(HTB)023,322+23,32205050.11%+505
CAPSTAR FINL HLDGS INC033,646+33,64604770.11%+477
AUBURN NATL BANCORP19,82941,609+21,7804228950.20%+473
BAYCOM CORP024,459+24,45904700.11%+470
BANKWELL FINL GROUP INC019,324+19,32404690.11%+469
ESSA BANCORP INC031,114+31,11404670.11%+467
CB FINL SVCS INC019,231+19,23104120.09%+412
MIDWESTONE FINL GROUP INC NE51,88974,693+22,8041,1091,5190.34%+410
OP BANCORP039,550+39,55003620.08%+362
FIRST SVGS FINL GROUP INC80,36396,687+16,3241,0651,4240.32%+359
OLD POINT FINL CORP018,582+18,58203390.08%+339
BANKFINANCIAL CORP11,90043,323+31,423973730.08%+276
AFFINITY BANCSHARES INC015,175+15,17502240.05%+224
SANDY SPRING BANCORP INC09,490+9,49002030.05%+203
IF BANCORP INC012,500+12,50001860.04%+186
UNITY BANCORP INC48,26254,832+6,5701,1391,2850.29%+146
BV FINL INC010,000+10,00001010.02%+101
SUMMIT FINL GROUP INC20,51022,308+1,7984245030.11%+79
FINWARD BANCORP429,520429,483-379,4499,5042.16%+55
OLD NATL BANCORP IND(ONB)38,00038,00005305530.13%+23
RBB BANCORP15,04715,04701801920.04%+13
FIRST MERCHANTS CORP(FRME)22,50023,088+5886356420.15%+7
OCEANFIRST FINL CORP(OCFC)33,87035,100+1,2305295080.12%-21
AMES NATL CORP13,2570-13,2572390-239
EVANS BANCORP INC162,001126,085-35,9164,0393,3790.77%-660
KEYCORP(KEY)108,0400-108,0409980-998
FIRST CMNTY CORP S C650,474594,114-56,36011,29210,2602.33%-1,032
INVESTAR HLDG CORP974,235981,898+7,66311,79810,3982.36%-1,400
SOUTHERN STS BANCSHARES INC290,725208,040-82,6856,1344,7001.07%-1,435
CENTRAL VY CMNTY BANCORP1,172,7291,179,895+7,16618,11916,6483.78%-1,470
PINNACLE FINL PARTNERS INC35,6000-35,6002,0170-2,017
FIRST NATL CORP624,426462,048-162,37810,3228,1371.85%-2,185
BLUE RIDGE BANKSHARES INC VA1,342,7681,896,268+553,50011,8838,5711.95%-3,312
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