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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
CVLYCodorus Vy Bancorp Inc
Recent Activity
Exited
0%
$23.109M
961,275 shares@ $24.04 avg price
ISTRInvestar Hldg Corp
Recent Activity
Exited
0%
$8.98M
583,146 shares@ $15.4 avg price
CALBCalifornia Bancorp Inc
Recent Activity
Exited
0%
$7.583M
352,690 shares@ $21.5 avg price
HMSTHomestreet Inc
Recent Activity
Exited
0%
$2.924M
256,505 shares@ $11.4 avg price
PFSProvident Finl Svcs Inc
Recent Activity
Exited
0%
$1.177M
82,000 shares@ $14.35 avg price
MPBMid Penn Bancorp Inc
Recent Activity
Exited
0%
$862,920
39,313 shares@ $21.95 avg price
CZFSCitizens Finl Svcs Inc
Recent Activity
Exited
0%
$606,375
13,493 shares@ $44.94 avg price
WALWestern Alliance Bancorp
Recent Activity
Exited
0%
$571,662
9,100 shares@ $62.82 avg price
OZKBank Ozk Little Rock Ark
Recent Activity
Exited
0%
$546,899
13,339 shares@ $41.0 avg price
NFBKNorthfield Bancorp Inc Del
Recent Activity
Exited
0%
$511,920
54,000 shares@ $9.48 avg price