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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

InvestmentPortfolio %Reported Value
CBAN
Colony Bankcorp
Recent Activity
Increased 20.67%
6.99%
$41.236M
2.065M shares@ $19.97 avg price
CARE
Carter Bankshares Inc
Recent Activity
Increased 21.5%
5.94%
$35.029M
1.502M shares@ $23.32 avg price
CWBC
Community West Bancshares
Recent Activity
Increased 3.92%
5.38%
$31.739M
1.362M shares@ $23.31 avg price
AVBH
Avidbank Holdings Inc
Recent Activity
Decreased -4.07%
5.06%
$29.828M
1.047M shares@ $28.5 avg price
COSO
Coastal South Bancshares Inc
Recent Activity
Increased 14.67%
4.59%
$27.061M
1.101M shares@ $24.59 avg price
ISTR
Investar Holding Corp
Recent Activity
Increased 18.88%
3.83%
$22.563M
827,389 shares@ $27.27 avg price
MRBK
Meridian Corp
Recent Activity
Increased 4.78%
3.78%
$22.284M
1.175M shares@ $18.97 avg price
FXNC
First National Corp Va
Recent Activity
Decreased -12.89%
3.54%
$20.839M
774,119 shares@ $26.92 avg price
PKBK
Parke Bancorp Inc
Recent Activity
Increased 12.8%
3.38%
$19.89M
700,349 shares@ $28.41 avg price
FVCB
Fvcbankcorp Inc
Recent Activity
Increased 17.14%
3.29%
$19.376M
1.276M shares@ $15.19 avg price

1-10 of 62