test

Robin Anderson

@Fourthstone Llc

Latest period2024 - Q3ReportedManaged Assets$448.759MTotal holdings66
Assets growth rate42.89%Assets growth rate (2-Q avg)22.6%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Fourthstone Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 66 positions.

Assets under management

The assets under management (AUM) of Fourthstone Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 448.759M in assets, with a quarterly growth rate of 42.89% and a 2-quarter average growth rate of 22.6%. The portfolio is managed by Robin Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CBANColony Bankcorp Inc
Recent Activity
Decreased -11.44%
5.25%
$23.537M
1.517M shares@ $15.52 avg price
CHMGChemung Finl Corp
Recent Activity
Decreased -29.9%
3.35%
$15.026M
312,921 shares@ $48.02 avg price
MRBKMeridian Corporation
Recent Activity
Decreased -0.2%
3.15%
$14.116M
1.117M shares@ $12.64 avg price
FNWDFinward Bancorp
Recent Activity
Decreased -23.17%
0.99%
$4.398M
137,520 shares@ $31.99 avg price
BMRCBank Marin Bancorp
Recent Activity
Decreased -18.09%
0.39%
$1.71M
85,122 shares@ $20.1 avg price
COLBColumbia Bkg Sys Inc
Recent Activity
Decreased -10.32%
0.15%
$657,972
25,200 shares@ $26.11 avg price
PEBKPeoples Bancorp N C Inc
Recent Activity
Decreased -94.47%
0.12%
$512,218
20,174 shares@ $25.4 avg price
CIVBCivista Bancshares Inc
Recent Activity
Decreased -49.8%
0.1%
$439,263
24,650 shares@ $17.82 avg price