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CIK: 0001767803
Total reported value
$140.5M
$140.5M
75 檔
127.3%
According to the latest 13F quarterly dataset, Fourthstone LLC managed an equity portfolio of $140.5M at the end of Q1 2025, spanning 75 distinct U.S. exchange-listed positions.
In Q1 2025, Fourthstone LLC displayed an active expansion posture, initiating 75 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ORRF, COFS, BCAL) accounted for 127.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
ORRF
市值: $52.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORRF | Orrstown Finl Services Inc | Stock-Other | 13.08% | — | +14.74% | |
| 2 | COFS | Choiceone Financial Svcs Inc | Stock-Other | 9.67% | -0.07% | EXIT | |
| 3 | BCAL | California Bancorp | Stock-Other | 8.56% | -0.03% | EXIT | |
| 4 | CWBC | Community West Bancshares | Stock-Other | 8.23% | -5.38% | EXIT | |
| 5 | FXNC | First National Corp/va | Stock-Other | 4.81% | -3.53% | EXIT | |
| 6 | FRAF | Franklin Financial Services | Stock-Other | 3.52% | — | -9.22% | |
| 7 | FISI | Financial Institutions Inc | Stock-Other | 3.39% | — | +71.90% | |
| 8 | BVFL | BV Financial Inc | Stock-Other | 3.29% | — | +46.71% | |
| 9 | MRBK | Meridian CORP | Stock-Other | 2.76% | +3.90% | -30.44% | |
| 10 | CBAN | Colony Bankcorp | Stock-Other | 2.73% | -4.61% | -54.35% | |
| 11 | RVSB | Riverview Bancorp Inc | Stock-Other | 2.46% | +0.65% | NEW | |
| 12 | SHBI | Shore Bancshares Inc | Stock-Other | 2.39% | -1.33% | EXIT | |
| 13 | OPOF | Old Point Financial CORP | Stock-Other | 2.37% | — | -7.24% | |
| 14 | EFSI | Eagle Financial Services Inc | Stock-Other | 2.21% | +5.33% | — | |
| 15 | FNWB | First Northwest Bancorp | Stock-Other | 2.18% | +5.77% | -6.97% | |
| 16 | EBMT | Eagle Bancorp Montana Inc | Stock-Other | 2.11% | -1.93% | EXIT | |
| 17 | EGBN | Eagle Bancorp Inc | Stock-Other | 2.05% | -0.90% | EXIT | |
| 18 | CARE | Carter Bankshares Inc | Stock-Other | 1.78% | -5.94% | EXIT | |
| 19 | WNEB | Western New England Bancorp | Stock-Other | 1.39% | -0.28% | EXIT | |
| 20 | BWFG | Bankwell Financial Group Inc | Stock-Other | 1.25% | — | +57.75% | |
| 21 | FBLA | Fb Bancorp Inc | Stock-Other | 1.13% | — | +38.39% | |
| 22 | FCCO | First Community CORP | Stock-Other | 1.07% | -2.95% | EXIT | |
| 23 | MCB | Metropolitan Bank Holding Co | Stock-Other | 0.97% | -1.77% | EXIT | |
| 24 | UBFO | United Security Bancshare/ca | Stock-Other | 0.72% | -1.18% | EXIT | |
| 25 | BOTJ | Bank Of THE James Financial | Stock-Other | 0.65% | +4.77% | +10.14% | |
| 26 | OVLY | Oak Valley Bancorp | Stock-Other | 0.64% | -2.26% | EXIT | |
| 27 | FNWD | Finward Bancorp | Stock-Other | 0.62% | +0.55% | NEW | |
| 28 | DCOM | Dime Commercial Bancshares I | Stock-Other | 0.54% | — | — | |
| 29 | FFWM | First Foundation Inc | Stock-Other | 0.54% | — | +124.50% | |
| 30 | FCAP | First Capital Inc | Stock-Other | 0.54% | — | +1.35% | |
| 31 | BWB | Bridgewater Bancshares Inc | Stock-Other | 0.54% | -0.04% | EXIT | |
| 32 | SFST | Southern First Bancshares | Stock-Other | 0.54% | -0.04% | EXIT | |
| 33 | FVCB | Fvcbankcorp Inc | Stock-Other | 0.54% | -3.28% | EXIT | |
| 34 | CZWI | Citizens Community Bancorp I | Stock-Other | 0.52% | — | -45.19% | |
| 35 | AUB | Atlantic Union Bankshares Co | Stock-Financials | 0.46% | — | — | |
| 36 | WSBC | Wesbanco Inc | Stock-Other | 0.45% | -0.18% | EXIT | |
| 37 | FRST | Primis Financial CORP | Stock-Other | 0.44% | -1.65% | EXIT | |
| 38 | CFBK | Cf Bankshares Inc | Stock-Other | 0.42% | +0.73% | — | |
| 39 | BMRC | Bank Of Marin Bancorp/ca | Stock-Other | 0.39% | -0.18% | EXIT | |
| 40 | KRNY | Kearny Financial Corp/md | Stock-Other | 0.38% | — | -34.86% | |
| 41 | OPHC | Optimumbank Holdings Inc | Stock-Other | 0.35% | — | +1269.33% | |
| 42 | OPBK | Op Bancorp | Stock-Other | 0.34% | — | — | |
| 43 | MCHB | Mechanics Bancorp-a | Stock-Other | 0.33% | — | -36.01% | |
| 44 | FL8 | Flushing Financial CORP | Stock-Other | 0.33% | — | +197.42% | |
| 45 | OCFC | Oceanfirst Financial CORP | Stock-Other | 0.32% | — | — | |
| 46 | PROV | Provident Financial Hldgs | Stock-Other | 0.32% | +3.57% | -2.69% | |
| 47 | BHRB | Burke & Herbert Financial Se | Stock-Other | 0.30% | +1.77% | -95.29% | |
| 48 | MVBF | Mvb Financial CORP | Stock-Other | 0.30% | — | +317.65% | |
| 49 | PNC | Pnc Financial Services Group | Stock-Financials | 0.29% | — | — | |
| 50 | BRBS | Blue Ridge Bankshares Inc | Stock-Other | 0.29% | — | — |
According to official SEC Form 13F filings, Fourthstone LLC reported a total U.S. public equity portfolio value of $140.5M across 75 disclosed positions in Q1 2025.
During Q1 2025, Fourthstone LLC's top holdings by market value included ORRF (13.1%)、COFS (9.7%)、BCAL (8.6%). The largest single position, ORRF, represented 13.1% of total portfolio value.
In Q1 2025, Fourthstone LLC made 75 total portfolio adjustments, initiating 75 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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