Robin Anderson
Fourthstone Llc
Assets Managed
$589.982M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
10.41%(2Q avg: 3.12%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Fourthstone Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 589.982M in assets, with a quarterly growth rate of 10.41% and a 2-quarter average growth rate of 3.12%. The portfolio is managed by Robin Anderson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CBAN Colony Bankcorp
| 6.99% | $41.236M 2.065M shares@ $19.97 avg price | Increased 20.67% |
CARE Carter Bankshares Inc
| 5.94% | $35.029M 1.502M shares@ $23.32 avg price | Increased 21.5% |
CWBC Community West Bancshares
| 5.38% | $31.739M 1.362M shares@ $23.31 avg price | Increased 3.92% |
AVBH Avidbank Holdings Inc
| 5.06% | $29.828M 1.047M shares@ $28.5 avg price | Decreased -4.07% |
COSO Coastal South Bancshares Inc
| 4.59% | $27.061M 1.101M shares@ $24.59 avg price | Increased 14.67% |
ISTR Investar Holding Corp
| 3.83% | $22.563M 827,389 shares@ $27.27 avg price | Increased 18.88% |
MRBK Meridian Corp
| 3.78% | $22.284M 1.175M shares@ $18.97 avg price | Increased 4.78% |
FXNC First National Corp Va
| 3.54% | $20.839M 774,119 shares@ $26.92 avg price | Decreased -12.89% |
PKBK Parke Bancorp Inc
| 3.38% | $19.89M 700,349 shares@ $28.41 avg price | Increased 12.8% |
FVCB Fvcbankcorp Inc
| 3.29% | $19.376M 1.276M shares@ $15.19 avg price | Increased 17.14% |
1-10 of 62