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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
HWCHancock Whitney Corporation
Recent Activity
New Position
0.12%
$516,817
10,100 shares@ $51.17 avg price
FFICFlushing Finl Corp
Recent Activity
New Position
0.12%
$510,300
35,000 shares@ $14.58 avg price
WSBCWesbanco Inc
Recent Activity
New Position
0.12%
$494,348
16,600 shares@ $29.78 avg price
KRNYKearny Finl Corp Md
Recent Activity
New Position
0.11%
$480,900
70,000 shares@ $6.87 avg price
OVBCOhio Vy Banc Corp
Recent Activity
New Position
0.1%
$411,765
16,987 shares@ $24.25 avg price
FBIZFirst Business Finl Svcs Inc
Recent Activity
New Position
0.09%
$388,609
8,524 shares@ $45.59 avg price
CBFVCb Finl Svcs Inc
Recent Activity
New Position
0.09%
$372,679
13,329 shares@ $27.97 avg price
FGBIFirst Gty Bancshares Inc
Recent Activity
New Position
0.09%
$366,094
34,375 shares@ $10.66 avg price
OPHCOptimumbank Hldgs Inc
Recent Activity
New Position
0.08%
$323,373
70,760 shares@ $4.57 avg price
OVLYOak Vy Bancorp Oakdale Calif
Recent Activity
New Position
0.07%
$295,193
11,110 shares@ $26.58 avg price