Fourthstone LLC
Top Portfolio Positions
61 positions ·
$591,159,094 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CBAN |
Colony Bankcorp Inc
Financial Services
|
2,064,886 | $41,235,773 | 6.98% | |
| CARE |
Carter Bankshares, Inc.
Financial Services
|
1,502,119 | $35,029,415 | 5.93% | |
| CWBC |
Community West Bancshares
Financial Services
|
1,362,205 | $31,739,376 | 5.37% | |
| AVBH |
Avidbank Holdings, Inc.
Financial Services
|
1,046,582 | $29,827,587 | 5.05% | |
| COSO |
CoastalSouth Bancshares, Inc.
Financial Services
|
1,100,504 | $27,061,393 | 4.58% | |
| ISTR |
Investar Holding Corp
Financial Services
|
827,389 | $22,562,898 | 3.82% | |
| MRBK |
Meridian Corp
Financial Services
|
1,175,301 | $22,283,706 | 3.77% | |
| FXNC |
First National Corp /Va/
Financial Services
|
774,119 | $20,839,283 | 3.53% | |
| PKBK |
Parke Bancorp, Inc.
Financial Services
|
700,349 | $19,889,911 | 3.36% | |
| FVCB |
FVCBankcorp, Inc.
Financial Services
|
1,275,574 | $19,375,969 | 3.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ISTR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,562,898 | 827,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,596,906 | 695,992 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,495,248 | 279,847 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $584,101 | 30,233 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $8,980,448 | 583,146 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,830,444 | 784,257 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,506,028 | 972,906 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,398,299 | 981,898 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,797,985 | 974,235 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $13,812,596 | 989,441 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,183,108 | 983,888 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $19,865,891 | 998,286 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,668,694 | 943,776 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,465,241 | 967,273 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,856,207 | 806,964 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,499,613 | 703,888 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,191,433 | 619,984 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,882,195 | 91,591 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $723,558 | 43,746 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $229,413 | 17,895 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $597,636 | 46,800 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||