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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
CZWICitizens Cmnty Bancorp Inc M
Recent Activity
New Position
0.34%
$1.52M
107,281 shares@ $14.18 avg price
UBFOUnited Sec Bancshares Calif
Recent Activity
Increased 314.46%
0.34%
$1.494M
171,540 shares@ $8.71 avg price
OPBKOp Bancorp
Recent Activity
New Position
0.33%
$1.448M
116,006 shares@ $12.49 avg price
MNSBMainstreet Bancshares Inc
Recent Activity
New Position
0.33%
$1.441M
78,116 shares@ $18.45 avg price
FVCBFvcbankcorp Inc
Recent Activity
New Position
0.31%
$1.371M
105,036 shares@ $13.06 avg price
CBNKCapital Bancorp Inc Md
Recent Activity
Increased 104.63%
0.3%
$1.325M
51,551 shares@ $25.71 avg price
BOTJBank Of The James Finl Gp In
Recent Activity
Increased 27.69%
0.29%
$1.279M
93,119 shares@ $13.74 avg price
PBHCPathfinder Bancorp Inc Md
Recent Activity
Increased 69.2%
0.29%
$1.262M
79,721 shares@ $15.83 avg price
SFSTSouthern First Bancshares
Recent Activity
New Position
0.26%
$1.155M
33,897 shares@ $34.09 avg price
BFSTBusiness First Bancshares In
Recent Activity
New Position
0.26%
$1.15M
44,800 shares@ $25.67 avg price