Fund HoldingsFourthstone LLC

Total Portfolio Value
$493.78M
Total Bought
$145.80M
Total Sold
$168.99M
Net Transaction
-$23.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SHORE BANCSHARES INC3,308,0243,289,744-18,28034,80046,8799.49%+12,078
EAGLE BANCORP INC MD(EGBN)103,333421,823+318,4902,21612,7142.57%+10,497
HEARTLAND FINL USA INC73,766315,207+241,4412,17111,8552.40%+9,684
CENTRAL VY CMNTY BANCORP1,179,8951,150,657-29,23816,64825,7175.21%+9,069
CODORUS VY BANCORP INC496,056690,849+194,7939,24617,7553.60%+8,508
MERIDIAN CORPORATION622,1851,035,631+413,4466,09414,3952.92%+8,301
COLONY BANKCORP INC1,166,5741,443,356+276,78211,66019,1973.89%+7,537
COMMUNITY WEST BANCSHARES0417,444+417,44407,2591.47%+7,259
PRIMIS FINANCIAL CORP646,928949,167+302,2395,27212,0162.43%+6,744
SUMMIT FINL GROUP INC22,308234,721+212,4135037,2041.46%+6,701
HOMESTREET INC(MCHB)1,609,6201,865,896+256,27612,53919,2193.89%+6,680
WESTERN ALLIANCE BANCORP(WAL)118,600175,519+56,9195,45211,5472.34%+6,095
FIRST NORTHWEST BANCORP778,256948,762+170,5069,54915,1233.06%+5,574
FRANKLIN FINL SVCS CORP286,976433,850+146,8748,17913,6882.77%+5,509
ORRSTOWN FINL SVCS INC61,345227,882+166,5371,2896,7231.36%+5,434
CARTER BANKSHARES INC262,667535,826+273,1593,2918,0211.62%+4,730
RIVERVIEW BANCORP INC1,194,6861,722,463+527,7776,64211,0242.23%+4,381
PEOPLES BANCORP N C INC557,722536,725-20,99712,26716,6063.36%+4,339
INVESTAR HLDG CORP981,898972,906-8,99210,39814,5062.94%+4,108
EQUITY BANCSHARES INC(EQBK)0120,882+120,88204,0980.83%+4,098
HMN FINL INC97,168256,383+159,2151,8595,8971.19%+4,038
EAGLE BANCORP MONT INC248,369440,364+191,9952,9566,9531.41%+3,998
BV FINL INC10,000256,192+246,1921013,6330.74%+3,532
FIRST NATL CORP462,048531,935+69,8878,13711,5702.34%+3,433
CITIZENS CMNTY BANCORP INC M182,318434,692+252,3741,7505,0901.03%+3,340
FIRST FNDTN INC
COM
1,213,0131,056,144-156,8697,37510,2232.07%+2,848
HAWTHORN BANCSHARES INC102,791162,719+59,9281,6704,1280.84%+2,458
COLUMBIA BKG SYS INC(COLB)811,058702,058-109,00016,46418,7313.79%+2,266
FIRST UTD CORP93,850156,373+62,5231,5233,6760.74%+2,154
NB BANCORP INC(NBBK)0150,000+150,00002,0180.41%+2,018
TERRITORIAL BANCORP INC113,219266,890+153,6711,0292,9760.60%+1,947
SIERRA BANCORP93,054153,766+60,7121,7643,4670.70%+1,703
FIRST BANCSHARES INC MS045,490+45,49001,3340.27%+1,334
FINWARD BANCORP429,483428,538-9459,50410,8162.19%+1,312
MIDWESTONE FINL GROUP INC NE74,693103,407+28,7141,5192,7830.56%+1,264
LINKBANCORP INC
COM
0149,372+149,37201,1900.24%+1,190
CHEMUNG FINL CORP450,097380,882-69,21517,82818,9683.84%+1,140
OP BANCORP39,550131,998+92,4483621,4450.29%+1,083
FIRST SVGS FINL GROUP INC96,687143,010+46,3231,4242,4030.49%+979
CF BANKSHARES INC86,723119,206+32,4831,4532,3250.47%+872
BANK MARIN BANCORP133,968147,045+13,0772,4493,2380.66%+789
FIRST CMNTY CORP S C594,114506,940-87,17410,26010,9142.21%+654
CIVISTA BANCSHARES INC109,662123,092+13,4301,7002,2700.46%+570
PARKE BANCORP INC017,700+17,70003580.07%+358
BANK OF THE JAMES FINL GP IN91,012107,154+16,1429561,3090.27%+354
AMERISERV FINL INC297,397316,428+19,0317881,0240.21%+236
SB FINL GROUP INC013,957+13,95702140.04%+214
SOUTHERN CALIF BANCORP1,827,3071,486,667-340,64025,60125,7945.22%+193
OLD POINT FINL CORP18,58227,038+8,4563394850.10%+145
BANKFINANCIAL CORP43,32342,811-5123734390.09%+66
AUBURN NATL BANCORP41,60944,809+3,2008959540.19%+59
SANDY SPRING BANCORP INC9,4909,49002032590.05%+55
CB FINL SVCS INC19,23119,23104124580.09%+46
FIRST INTERNET BANCORP119,01981,319-37,7001,9291,9670.40%+38
AFFINITY BANCSHARES INC15,17515,17502242420.05%+18
IF BANCORP INC12,5000-12,5001860-186
RBB BANCORP15,0470-15,0471920-192
TRUIST FINL CORP(TFC)027,130+27,13001,0020.20%+1,002
ESSA BANCORP INC31,1140-31,1144670-467
BANKWELL FINL GROUP INC19,3240-19,3244690-469
BAYCOM CORP24,4590-24,4594700-470
CAPSTAR FINL HLDGS INC33,6460-33,6464770-477
HOMETRUST BANCSHARES INC(HTB)23,3220-23,3225050-505
OCEANFIRST FINL CORP(OCFC)35,1000-35,1005080-508
PLUMAS BANCORP15,4260-15,4265270-527
CROSSFIRST BANKSHARES INC52,5680-52,5685300-530
OLD NATL BANCORP IND(ONB)38,0000-38,0005530-553
FIRST MERCHANTS CORP(FRME)23,0880-23,0886420-642
FIRST FINL CORP IND(THFF)60,89832,321-28,5772,0591,3910.28%-668
EVANS BANCORP INC126,08584,955-41,1303,3792,6790.54%-700
CITIZENS FINL SVCS INC67,19137,040-30,1513,2202,3970.49%-823
TRICO BANCSHARES(TCBK)29,9000-29,9009580-958
NEW YORK CMNTY BANCORP INC88,0000-88,0009980-998
SOUTHSTATE CORPORATION15,1000-15,1001,0170-1,017
MACATAWA BK CORP118,3940-118,3941,0610-1,061
WELLS FARGO CO NEW(WFC)26,1000-26,1001,0660-1,066
OAK VY BANCORP OAKDALE CALIF42,5970-42,5971,0680-1,068
CAPITAL BANCORP INC MD56,2800-56,2801,0770-1,077
PROSPERITY BANCSHARES INC(PB)19,9000-19,9001,0860-1,086
BRIDGEWATER BANCSHARES INC115,7060-115,7061,0970-1,097
WESTAMERICA BANCORPORATION(WABC)25,5020-25,5021,1030-1,103
FIVE STAR BANCORP(FSBC)57,9900-57,9901,1630-1,163
UNITED BANKSHARES INC WEST V(UBSI)43,9000-43,9001,2110-1,211
WESTERN NEW ENG BANCORP INC651,741334,717-317,0244,2303,0120.61%-1,217
HERITAGE COMM CORP266,985105,208-161,7772,2611,0440.21%-1,218
UNITED SEC BANCSHARES CALIF165,5630-165,5631,2320-1,232
UNITY BANCORP INC54,8320-54,8321,2850-1,285
COMERICA INC000000
RENASANT CORP52,9220-52,9221,3860-1,386
CALIFORNIA BANCORP INC218,405108,111-110,2944,3902,6770.54%-1,713
METROPOLITAN BK HLDG CORP(MCB)48,9950-48,9951,7780-1,778
FIRST BANCORP N C(FBNC)87,0940-87,0942,4510-2,451
WEBSTER FINL CORP(WBS)259,609147,018-112,59110,4657,4631.51%-3,002
CULLEN FROST BANKERS INC(CFR)34,9000-34,9003,1830-3,183
ATLANTIC UN BANKSHARES CORP(AUB)111,9210-111,9213,2210-3,221
BLUE RIDGE BANKSHARES INC VA1,896,2681,615,507-280,7618,5714,8950.99%-3,676
HERITAGE FINL CORP WASH(HFWA)270,1840-270,1844,4070-4,407
VERITEX HLDGS INC247,7280-247,7284,4470-4,447
SOUTHERN STS BANCSHARES INC208,0400-208,0404,7000-4,700
TIMBERLAND BANCORP INC267,29767,466-199,8317,2442,1220.43%-5,121
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