Robin Anderson

@Fourthstone Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$448.759M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LNKBLinkbancorp Inc Recent Activity Increased 234.13%	0.64%	$2.847M 444,223 shares@ $6.41 avg price	Increased 234.13%
OPOFOld Point Finl Corp Recent Activity Increased 44.88%	0.36%	$1.576M 81,594 shares@ $19.32 avg price	Increased 44.88%
UBFOUnited Sec Bancshares Calif Recent Activity Increased 314.46%	0.34%	$1.494M 171,540 shares@ $8.71 avg price	Increased 314.46%
CBNKCapital Bancorp Inc Md Recent Activity Increased 104.63%	0.3%	$1.325M 51,551 shares@ $25.71 avg price	Increased 104.63%
BOTJBank Of The James Finl Gp In Recent Activity Increased 27.69%	0.29%	$1.279M 93,119 shares@ $13.74 avg price	Increased 27.69%
PBHCPathfinder Bancorp Inc Md Recent Activity Increased 69.2%	0.29%	$1.262M 79,721 shares@ $15.83 avg price	Increased 69.2%
PKBKParke Bancorp Inc Recent Activity Increased 11.8%	0.13%	$563,401 26,957 shares@ $20.9 avg price	Increased 11.8%