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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
MCBMetropolitan Bk Hldg Corp
Recent Activity
New Position
0.25%
$1.107M
21,050 shares@ $52.58 avg price
FDSBFifth Dist Bancorp Inc
Recent Activity
New Position
0.24%
$1.058M
102,022 shares@ $10.37 avg price
HPPHudson Pac Pptys Inc
Recent Activity
New Position
0.24%
$1.049M
219,400 shares@ $4.78 avg price
SASRSandy Spring Bancorp Inc
Recent Activity
New Position
0.23%
$1.032M
32,900 shares@ $31.37 avg price
PROVProvident Finl Hldgs Inc
Recent Activity
New Position
0.23%
$990,868
69,050 shares@ $14.36 avg price
HNVRHanover Bancorp Inc
Recent Activity
New Position
0.2%
$877,361
49,042 shares@ $17.89 avg price
BWFGBankwell Finl Group Inc
Recent Activity
New Position
0.18%
$776,064
25,912 shares@ $29.95 avg price
SRBKSr Bancorp Inc
Recent Activity
New Position
0.17%
$756,249
67,825 shares@ $11.16 avg price
PLBCPlumas Bancorp
Recent Activity
New Position
0.12%
$520,801
12,771 shares@ $40.78 avg price
FISIFinancial Instns Inc
Recent Activity
New Position
0.12%
$518,315
20,350 shares@ $25.48 avg price