Fourthstone
ST LOUIS, MOfiles as Fourthstone LLC
$140m in 25 US stocks at the end of 30 June 2026. The top 10 are 80.7% of the money. It changed about 63.7% of the portfolio this quarter.
Value
$140m
Stocks
25
Top 10 share
80.7%
Turnover
63.7%
What changed this quarter
New
Bought for the first time this quarter.
- First Northern Community BancorpFNRN14.7% of the fund
- First Carolina Financial ServicesFCBM3.6% of the fund
- BCB BancorpBCBP0.8% of the fund
- Riverview BancorpRVSB0.7% of the fund
- Finward BancorpFNWD0.5% of the fund
- Auburn National BancorporationAUBN0.3% of the fund
Added
Bought more of a stock they already held.
- Princeton BancorpBPRN1.4% of the fund+25%
Cut
Sold some of their stake.
- Avidbank HoldingsAVBH16.5% of the fund-33%
- Eagle Financial ServicesEFSI8.5% of the fund-46%
- MeridianMRBK7.7% of the fund-54%
- Investar HoldingISTR6.9% of the fund-61%
- Bank of the James Financial GroupBOTJ6.1% of the fund-13%
- Burke & Herbert Financial ServicesBHRB4.4% of the fund-66%
- CoastalSouth BancsharesCOSO4.3% of the fund-80%
- CF BanksharesCFBK3.7% of the fund-75%
- Hanover BancorpHNVR2.4% of the fund-72%
- Colony BankcorpCBAN2.4% of the fund-92%
- Waterstone FinancialWSBF1.5% of the fund-66%
- MainStreet BancsharesMNSB0.8% of the fund-88%
- Ames NationalATLO0.4% of the fund-98%
- Virginia National BanksharesVABK0.2% of the fund-13%
- CB Financial ServicesCBFV0.2% of the fund-21%
Sold out
Sold their entire stake.
- Carter BanksharesCARE-100%
- Community West BancsharesCWBC-100%
- First NationalFXNC-100%
- Parke BancorpPKBK-100%
- FVCBankcorpFVCB-100%
- First CommunityFCCO-100%
- LinkbancorpLNKB-100%
- Oak Valley BancorpOVLY-100%
- MID Penn BancorpMPB-100%
- Eagle Bancorp MontanaEBMT-100%
- National BanksharesNKSH-100%
- Metropolitan Bank HoldingMCB-100%
- Primis FinancialFRST-100%
- Ohio Valley BancOVBC-100%
- Timberland BancorpTSBK-100%
- Shore BancsharesSHBI-100%
- Peoples Bancorp of North CarolinaPEBK-100%
- Plumas BancorpPLBC-100%
- Truist FinancialTFC-100%
- United SEC Bancshares CalifUBFO-100%
- Townebank Portsmouth VATOWN-100%
- Business First BancsharesBFST-100%
- Eagle BancorpEGBN-100%
- CNB FinancialCCNE-100%
- Prosperity BancsharesPB-100%
Holdings
- First Carolina Financial ServicesFCBM
- Share
- 3.6%
- Value
- $5m
- Shares
- 377,228
New
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 72.4% since 30 June 2025.
Where the money is
Financial services100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.