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Fourthstone LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001767803

$140.5M

disclosed book value

25

positions

16.5%

largest position share

Positions, as of 2026-06-30

top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1AVBHAVIDBANK HLDGS INC700,818$23.1M16.5%
2FNRNFIRST NORTHN CMNTY BANCORP1.2M$20.6M14.7%
3EFSIEAGLE FINL SVCS INC287,575$11.9M8.5%
4MRBKMERIDIAN CORP538,390$10.8M7.7%
5FNWBFIRST NORTHWEST BANCORP925,038$10.0M7.1%
6ISTRINVESTAR HOLDING CORP322,428$9.7M6.9%
7BOTJBANK OF THE JAMES FINL GP IN334,491$8.6M6.1%
8PROVPROVIDENT FINL HLDGS INC369,973$6.4M4.6%
9BHRBBURKE HERBERT FINL SVCS CORP84,248$6.1M4.4%
10COSOCOASTALSOUTH BANCSHARES INC225,211$6.1M4.3%
11CFBKCF BANKSHARES INC159,824$5.3M3.7%
12FCBMFIRST CAROLINA FINL SVCS INC377,228$5.0M3.6%
13HNVRHANOVER BANCORP INC144,216$3.4M2.4%
14CBANCOLONY BANKCORP INC166,465$3.3M2.4%
15WSBFWATERSTONE FINL INC MD98,910$2.1M1.5%
16BPRNPRINCETON BANCORP INC53,218$2.0M1.4%
17MNSBMAINSTREET BANCSHARES INC47,432$1.2M0.8%
18BCBPBCB BANCORP INC100,903$1.1M0.8%
19RVSBRIVERVIEW BANCORP INC169,041$917,8930.7%
20FNWDFINWARD BANCORP20,976$771,4970.5%
21ATLOAMES NATL CORP16,768$542,8240.4%
22AUBNAUBURN NATL BANCORP17,806$481,4740.3%
23TCBSTEXAS COMMUNITY BANCSHARES I20,894$370,1620.3%
24VABKVIRGINIA NATL BK CHRLOTSVLE7,374$327,2580.2%
25CBFVCB FINL SVCS INC8,083$311,4790.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.