Position in OVLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,334,859
+$4,154,505 QoQ
Shares Held
411,189
+34.6% QoQ
Ownership
4.89%
of shares outstanding
% of Portfolio
2.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Fourthstone LLC holds $583,217,836 across 61 Banks - Regional names. OVLY ranks #17 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBAN |
Colony Bankcorp Inc
|
2,064,886 | $41,235,773 | |
| 2 | CARE |
Carter Bankshares, Inc.
|
1,502,119 | $35,029,415 | |
| 3 | CWBC |
Community West Bancshares
|
1,362,205 | $31,739,376 | |
| 4 | AVBH |
Avidbank Holdings, Inc.
|
1,046,582 | $29,827,587 | |
| 5 | COSO |
CoastalSouth Bancshares, Inc.
|
1,100,504 | $27,061,393 | |
| 6 | ISTR |
Investar Holding Corp
|
827,389 | $22,562,898 | |
| 7 | MRBK |
Meridian Corp
|
1,175,301 | $22,283,706 | |
| 8 | FXNC |
First National Corp /Va/
|
774,119 | $20,839,283 |
All Filings in OVLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,334,859 | 411,189 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,180,354 | 305,401 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,672,163 | 165,856 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,851,736 | 141,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,588,551 | 103,708 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $295,192 | 11,110 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,068,332 | 42,597 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $460,095 | 18,265 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $7,784,873 | 329,031 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,479,784 | 197,783 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $422,541 | 24,284 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $389,686 | 22,217 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||