Fourthstone LLC

CIK

1767803

Location

ST LOUIS, MO

Portfolio Value

Small $583,217,836

Diversification

Diversified

Filing Date

Global Rank

#2,415 / 8,604 ▲ 148 · as of Mar 2026

Top Industry

Banks - Regional 100.0%

3Y Alpha vs SPY

+1.9%

Period ended 3 months ago

Filed May 15, 2026 · 54d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.4%

SPY

+76.5%

Annualised alpha

+1.3%

Max drawdown

−24.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

61 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

+1.1 pts

Top 5

28.3%

+1.1 pts

Top 10

46.3%

+0.2 pts

HHI

332

Diversified+9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	100.0%	$583,217,836	61

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LNKB	LINKBANCORP, Inc.	+714,349	1,781,185	$14,855,082
CBAN	Colony Bankcorp Inc	+353,673	2,064,886	$41,235,773
CARE	Carter Bankshares, Inc.	+265,726	1,502,119	$35,029,415
ATLO	Ames National Corp	+244,554	683,250	$19,281,315
EBMT	Eagle Bancorp Montana, Inc.	+209,204	551,952	$11,359,172
FVCB	FVCBankcorp, Inc.	+186,622	1,275,574	$19,375,969
BHRB	Burke & Herbert Financial Services Corp.	+173,758	246,421	$15,349,564
COSO	CoastalSouth Bancshares, Inc.	+140,707	1,100,504	$27,061,393
ISTR	Investar Holding Corp	+131,397	827,389	$22,562,898
TSBK	Timberland Bancorp Inc	+120,641	230,328	$9,081,833
OVLY	Oak Valley Bancorp	+105,788	411,189	$13,334,859
BFST	Business First Bancshares, Inc.	+98,906	231,075	$6,248,268
WSBF	Waterstone Financial, Inc.	+91,489	291,191	$5,250,173
PKBK	Parke Bancorp, Inc.	+79,450	700,349	$19,889,911
EFSI	Eagle Financial Services Inc	+78,281	532,199	$18,616,321
MPB	Mid Penn Bancorp Inc	+75,990	367,386	$11,815,133
BOTJ	Bank Of The James Financial Group Inc	+63,590	385,498	$7,941,258
NKSH	National Bankshares Inc	+62,429	288,567	$10,506,724
FCCO	First Community Corp /Sc/	+58,449	595,521	$17,407,078
MRBK	Meridian Corp	+53,526	1,175,301	$22,283,706
CWBC	Community West Bancshares	+51,308	1,362,205	$31,739,376
PLBC	Plumas Bancorp	+45,598	148,183	$7,234,294
PEBK	Peoples Bancorp Of North Carolina Inc	+40,385	194,918	$7,632,988
BMRC	Bank of Marin Bancorp	+32,734	41,834	$1,072,205
UBFO	UNITED SECURITY BANCSHARES	+26,425	664,342	$6,982,234
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
SHBI	Shore Bancshares Inc	−496,745	421,457	$7,872,816
MNSB	MainStreet Bancshares, Inc.	−382,990	384,802	$8,542,604
BCAL	California BanCorp \ CA	−265,187	10,245	$181,541
FRST	Primis Financial Corp.	−201,079	731,358	$9,712,434
WNEB	Western New England Bancorp, Inc.	−190,596	129,357	$1,672,586
OBT	Orange County Bancorp, Inc. /DE/	−165,462	27,384	$875,740
SFST	Southern First Bancshares Inc	−118,679	4,561	$248,574
CCNE	Cnb Financial Corp/Pa	−116,036	163,521	$4,735,568
FXNC	First National Corp /Va/	−114,553	774,119	$20,839,283
AVBH	Avidbank Holdings, Inc.	−44,437	1,046,582	$29,827,587
FNWB	First Northwest Bancorp	−15,161	924,268	$8,022,646
HFWA	Heritage Financial Corp /Wa/	−5,130	19,970	$519,220
TCBS	Texas Community Bancshares, Inc.	−3,987	20,894	$365,853
JMSB	John Marshall Bancorp, Inc.	−3,696	108,178	$2,193,849
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
MCB	Metropolitan Bank Holding Corp.	125,601	$10,461,307
TFC	Truist Financial Corp	153,100	$7,038,007
EGBN	Eagle Bancorp Inc	212,341	$5,280,920
PB	Prosperity Bancshares Inc	69,500	$4,669,010
PNFP	Pinnacle Financial Partners, Inc.	25,600	$2,205,184
UMBF	Umb Financial Corp	10,500	$1,184,295
SSB	SouthState Bank Corp	12,600	$1,165,752
HBAN	Huntington Bancshares Inc /Md/	70,100	$1,097,065
ONB	Old National Bancorp /In/	47,000	$1,038,700
WSBC	Wesbanco Inc	30,100	$1,038,149
ASB	Associated Banc-Corp	40,000	$1,034,400
CIVB	Civista Bancshares, Inc.	25,100	$572,029
COFS	Choiceone Financial Services Inc	13,682	$384,737
VABK	Virginia National Bankshares Corp	8,437	$322,293
LARK	Landmark Bancorp Inc	12,578	$311,934
BWB	Bridgewater Bancshares Inc	13,335	$236,029
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
ORRF	Orrstown Financial Services Inc	899,016	$31,843,146
FRAF	Franklin Financial Services Corp /Pa/	175,570	$8,813,614
FISI	Financial Institutions Inc	254,501	$7,932,796
CZWI	Citizens Community Bancorp Inc.	168,029	$2,994,276
FUNC	First United Corp/Md/	37,500	$1,404,000
NFBK	Northfield Bancorp, Inc.	100,785	$1,151,972
NWFL	Norwood Financial Corp	19,457	$545,768
RVSB	Riverview Bancorp Inc	96,556	$484,711
BSRR	Sierra Bancorp	11,229	$366,963
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

61 positions · $583,217,836 total · as of Mar 31, 2026

All sectors Financial Services

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CBAN	Colony Bankcorp Inc Financial Services	Added	2,064,886	+353,673	$41,235,773	+35.2%	7.07%
CARE	Carter Bankshares, Inc. Financial Services	Added	1,502,119	+265,726	$35,029,415	+44.1%	6.01%
CWBC	Community West Bancshares Financial Services	Added	1,362,205	+51,308	$31,739,376	+7.6%	5.44%
AVBH	Avidbank Holdings, Inc. Financial Services	Reduced	1,046,582	-44,437	$29,827,587	+2.9%	5.11%
COSO	CoastalSouth Bancshares, Inc. Financial Services	Added	1,100,504	+140,707	$27,061,393	+21.3%	4.64%
ISTR	Investar Holding Corp Financial Services	Added	827,389	+131,397	$22,562,898	+21.3%	3.87%
MRBK	Meridian Corp Financial Services	Added	1,175,301	+53,526	$22,283,706	+13.0%	3.82%
FXNC	First National Corp /Va/ Financial Services	Reduced	774,119	-114,553	$20,839,283	−7.1%	3.57%
PKBK	Parke Bancorp, Inc. Financial Services	Added	700,349	+79,450	$19,889,911	+27.9%	3.41%
FVCB	FVCBankcorp, Inc. Financial Services	Added	1,275,574	+186,622	$19,375,969	+27.9%	3.32%
ATLO	Ames National Corp Financial Services	Added	683,250	+244,554	$19,281,315	+91.4%	3.31%
EFSI	Eagle Financial Services Inc Financial Services	Added	532,199	+78,281	$18,616,321	+3.0%	3.19%
CFBK	Cf Bankshares Inc. Financial Services	Added	639,378	+4,843	$17,845,039	+12.7%	3.06%
FCCO	First Community Corp /Sc/ Financial Services	Added	595,521	+58,449	$17,407,078	+9.3%	2.98%
BHRB	Burke & Herbert Financial Services Corp. Financial Services	Added	246,421	+173,758	$15,349,564	+239.0%	2.63%
LNKB	LINKBANCORP, Inc. Financial Services	Added	1,781,185	+714,349	$14,855,082	+68.6%	2.55%
OVLY	Oak Valley Bancorp Financial Services	Added	411,189	+105,788	$13,334,859	+45.3%	2.29%
MPB	Mid Penn Bancorp Inc Financial Services	Added	367,386	+75,990	$11,815,133	+30.7%	2.03%
EBMT	Eagle Bancorp Montana, Inc. Financial Services	Added	551,952	+209,204	$11,359,172	+66.5%	1.95%
HNVR	Hanover Bancorp, Inc. /MD Financial Services	Added	521,651	+4,949	$11,262,445	−5.7%	1.93%
NKSH	National Bankshares Inc Financial Services	Added	288,567	+62,429	$10,506,724	+38.6%	1.80%
MCB	Metropolitan Bank Holding Corp. Financial Services	NEW	125,601	NEW	$10,461,307	NEW	1.79%
FRST	Primis Financial Corp. Financial Services	Reduced	731,358	-201,079	$9,712,434	−25.1%	1.67%
OVBC	Ohio Valley Banc Corp Financial Services	Added	219,663	+20,859	$9,634,419	+21.2%	1.65%
TSBK	Timberland Bancorp Inc Financial Services	Added	230,328	+120,641	$9,081,833	+131.3%	1.56%
MNSB	MainStreet Bancshares, Inc. Financial Services	Reduced	384,802	-382,990	$8,542,604	−45.4%	1.46%
FNWB	First Northwest Bancorp Financial Services	Reduced	924,268	-15,161	$8,022,646	−9.0%	1.38%
BOTJ	Bank Of The James Financial Group Inc Financial Services	Added	385,498	+63,590	$7,941,258	+32.8%	1.36%
SHBI	Shore Bancshares Inc Financial Services	Reduced	421,457	-496,745	$7,872,816	−51.5%	1.35%
PEBK	Peoples Bancorp Of North Carolina Inc Financial Services	Added	194,918	+40,385	$7,632,988	+36.4%	1.31%
PLBC	Plumas Bancorp Financial Services	Added	148,183	+45,598	$7,234,294	+57.8%	1.24%
TFC	Truist Financial Corp Financial Services	NEW	153,100	NEW	$7,038,007	NEW	1.21%
UBFO	UNITED SECURITY BANCSHARES Financial Services	Added	664,342	+26,425	$6,982,234	+8.7%	1.20%
BFST	Business First Bancshares, Inc. Financial Services	Added	231,075	+98,906	$6,248,268	+80.9%	1.07%
PROV	Provident Financial Holdings Inc Financial Services	Added	365,632	+13,481	$5,893,987	+5.2%	1.01%
EGBN	Eagle Bancorp Inc Financial Services	NEW	212,341	NEW	$5,280,920	NEW	0.91%
WSBF	Waterstone Financial, Inc. Financial Services	Added	291,191	+91,489	$5,250,173	+58.9%	0.90%
CCNE	Cnb Financial Corp/Pa Financial Services	Reduced	163,521	-116,036	$4,735,568	−35.3%	0.81%
PB	Prosperity Bancshares Inc Financial Services	NEW	69,500	NEW	$4,669,010	NEW	0.80%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	25,600	NEW	$2,205,184	NEW	0.38%
JMSB	John Marshall Bancorp, Inc. Financial Services	Reduced	108,178	-3,696	$2,193,849	−1.9%	0.38%
WNEB	Western New England Bancorp, Inc. Financial Services	Reduced	129,357	-190,596	$1,672,586	−58.6%	0.29%
BPRN	Princeton Bancorp, Inc. Financial Services	Added	42,485	+4,696	$1,434,718	+9.4%	0.25%
UMBF	Umb Financial Corp Financial Services	NEW	10,500	NEW	$1,184,295	NEW	0.20%
SSB	SouthState Bank Corp Financial Services	NEW	12,600	NEW	$1,165,752	NEW	0.20%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	NEW	70,100	NEW	$1,097,065	NEW	0.19%
BMRC	Bank of Marin Bancorp Financial Services	Added	41,834	+32,734	$1,072,205	+353.0%	0.18%
ONB	Old National Bancorp /In/ Financial Services	NEW	47,000	NEW	$1,038,700	NEW	0.18%
WSBC	Wesbanco Inc Financial Services	NEW	30,100	NEW	$1,038,149	NEW	0.18%
ASB	Associated Banc-Corp Financial Services	NEW	40,000	NEW	$1,034,400	NEW	0.18%