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
FUNCFirst Utd Corp
Recent Activity
Increased 30.05%
2.94%
$13.164M
441,143 shares@ $29.84 avg price
FXNCFirst Natl Corp
Recent Activity
Increased 0.29%
2.45%
$10.981M
627,467 shares@ $17.51 avg price
COFSChoiceone Finl Svcs Inc
Recent Activity
New Position
2.45%
$10.962M
354,630 shares@ $30.91 avg price
FNWBFirst Northwest Bancorp
Recent Activity
Increased 0.35%
2.25%
$10.077M
941,768 shares@ $10.71 avg price
BVFLBv Finl Inc
Recent Activity
Increased 161.11%
1.95%
$8.715M
567,778 shares@ $15.35 avg price
FCCOFirst Cmnty Corp S C
Recent Activity
Increased 28.87%
1.92%
$8.581M
400,225 shares@ $21.44 avg price
RVSBRiverview Bancorp Inc
Recent Activity
Increased 3.49%
1.88%
$8.414M
1.786M shares@ $4.71 avg price
EBMTEagle Bancorp Mont Inc
Recent Activity
Increased 1.15%
1.84%
$8.221M
520,663 shares@ $15.8 avg price
WNEBWestern New Eng Bancorp Inc
Recent Activity
Increased 372.54%
1.46%
$6.543M
769,807 shares@ $8.51 avg price
EGBNEagle Bancorp Inc Md
Recent Activity
New Position
1.34%
$5.972M
264,471 shares@ $22.58 avg price