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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
BRBSBlue Ridge Bankshares Inc Va
Recent Activity
Increased 662.87%
1.24%
$5.564M
1.987M shares@ $2.81 avg price
FSFGFirst Svgs Finl Group Inc
Recent Activity
Increased 166.21%
1.14%
$5.111M
214,671 shares@ $23.82 avg price
CARECarter Bankshares Inc
Recent Activity
Increased 205.27%
1.07%
$4.773M
274,481 shares@ $17.4 avg price
FNWDFinward Bancorp
Recent Activity
Decreased -23.17%
0.99%
$4.398M
137,520 shares@ $31.99 avg price
WBSWebster Finl Corp
Recent Activity
Increased 569.23%
0.86%
$3.827M
82,100 shares@ $46.61 avg price
FRSTPrimis Financial Corp
Recent Activity
Increased 271.51%
0.68%
$3.011M
247,194 shares@ $12.19 avg price
MOFGMidwestone Finl Group Inc Ne
Recent Activity
Increased 298.81%
0.64%
$2.856M
100,100 shares@ $28.53 avg price
LNKBLinkbancorp Inc
Recent Activity
Increased 234.13%
0.64%
$2.847M
444,223 shares@ $6.41 avg price
BMRCBank Marin Bancorp
Recent Activity
Decreased -18.09%
0.39%
$1.71M
85,122 shares@ $20.1 avg price
OPOFOld Point Finl Corp
Recent Activity
Increased 44.88%
0.36%
$1.576M
81,594 shares@ $19.32 avg price