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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
ORRFOrrstown Finl Svcs Inc
Recent Activity
Increased 223.85%
14.52%
$65.153M
1.812M shares@ $35.96 avg price
SHBIShore Bancshares Inc
Recent Activity
Increased 1.67%
10.39%
$46.586M
3.33M shares@ $14.0 avg price
BCALCalifornia Bancorp
Recent Activity
Increased 52.3%
8.89%
$39.882M
2.697M shares@ $14.8 avg price
CWBCCommunity West Bancshares Ne
Recent Activity
Increased 8.7%
8.03%
$35.993M
1.869M shares@ $19.26 avg price
BHRBBurke Herbert Finl Svcs Corp
Recent Activity
Increased 29.33%
5.41%
$24.25M
397,598 shares@ $60.99 avg price
CBANColony Bankcorp Inc
Recent Activity
Decreased -11.44%
5.25%
$23.537M
1.517M shares@ $15.52 avg price
CHMGChemung Finl Corp
Recent Activity
Decreased -29.9%
3.35%
$15.026M
312,921 shares@ $48.02 avg price
MRBKMeridian Corporation
Recent Activity
Decreased -0.2%
3.15%
$14.116M
1.117M shares@ $12.64 avg price
FSUNFirstsun Cap Bancorp
Recent Activity
New Position
3.09%
$13.846M
325,035 shares@ $42.6 avg price
FRAFFranklin Finl Svcs Corp
Recent Activity
Increased 0.35%
2.96%
$13.28M
440,745 shares@ $30.14 avg price