Arkolith/Funds/Fourthstone LLC

Fourthstone LLC

CIK 1767803Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Fourthstone LLC holds a diversified book of 62 stocks worth $590.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Metropolitan Bank Holding Co and trimmed Avidbank Holdings Inc. Their largest long position is Colony Bankcorp at 7% of the equity book.

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Use Arkolith to show Fourthstone LLC's latest
holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
31
existing
Trimmed
14
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
46%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Financials
95%
ETF / fund or unclassified
5%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

62 positions
#SecurityValueShares% PortLast moveHistory
1Colony Bankcorp Inc
COM
$41.2M2.06M
7.0%
+21%
Added · +354K sh
2Carter Bankshares Inc
COM NEW
$35.0M1.50M
5.9%
+21%
Added · +266K sh
3Community West Bancshares Ne
COM
$31.7M1.36M
5.4%
+3.9%
Added · +51K sh
4Avidbank Hldgs Inc
COM
$29.8M1.05M
5.1%
−4.1%
Reduced · −44K sh
5Coastalsouth Bancshares Inc
COM NEW
$27.1M1.10M
4.6%
+15%
Added · +141K sh
6Investar Holding Corp
COM
$22.6M827.4K
3.8%
+19%
Added · +131K sh
7Meridian Corp
COM
$22.3M1.18M
3.8%
+4.8%
Added · +54K sh
8First Natl Corp Va
COM
$20.8M774.1K
3.5%
−13%
Reduced · −115K sh
9Parke Bancorp Inc
COM
$19.9M700.3K
3.4%
+13%
Added · +79K sh
10Fvcbankcorp Inc
COM
$19.4M1.28M
3.3%
+17%
Added · +187K sh
11Ames Natl Corp
COM
$19.3M683.3K
3.3%
+56%
Added · +245K sh
12Eagle Finl Svcs Inc
COM
$18.6M532.2K
3.2%
+17%
Added · +78K sh
13CF Bankshares Inc
COM
$17.8M639.4K
3.0%
+0.8%
Added · +5K sh
14First Cmnty Corp S C
COM
$17.4M595.5K
3.0%
+11%
Added · +58K sh
15Burke Herbert Finl Svcs Corp
COM
$15.3M246.4K
2.6%
+239%
Added · +174K sh
16Linkbancorp Inc
COM
$14.9M1.78M
2.5%
+67%
Added · +714K sh
17Oak Vy Bancorp Oakdale Calif
COM
$13.3M411.2K
2.3%
+35%
Added · +106K sh
18Mid Penn Bancorp Inc
COM
$11.8M367.4K
2.0%
+26%
Added · +76K sh
19Eagle Bancorp Mont Inc
COM
$11.4M552.0K
1.9%
+61%
Added · +209K sh
20Hanover Bancorp Inc
COM
$11.3M521.7K
1.9%
+0.9%
Added · +5K sh
21National Bankshares Inc Va
COM
$10.5M288.6K
1.8%
+28%
Added · +62K sh
22Metropolitan BK Hldg Corp
COM
$10.5M125.6K
1.8%
New
New position
23Primis Financial Corp
COM
$9.7M731.4K
1.6%
−22%
Reduced · −201K sh
24Ohio Vy Banc Corp
COM
$9.6M219.7K
1.6%
+10%
Added · +21K sh
25Timberland Bancorp Inc
COM
$9.1M230.3K
1.5%
+110%
Added · +121K sh
26Mainstreet Bancshares Inc
COM
$8.5M384.8K
1.4%
−50%
Reduced · −383K sh
27First Northwest Bancorp
COM
$8.0M924.3K
1.4%
−1.6%
Reduced · −15K sh
28Bank Of The James Finl GP In
COM
$7.9M385.5K
1.3%
+20%
Added · +64K sh
29Shore Bancshares Inc
COM
$7.9M421.5K
1.3%
−54%
Reduced · −497K sh
30Peoples Bancorp N C Inc
COM
$7.6M194.9K
1.3%
+26%
Added · +40K sh
31Plumas Bancorp
COM
$7.2M148.2K
1.2%
+44%
Added · +46K sh
32Truist Finl Corp
COM
$7.0M153.1K
1.2%
New
New position
33United Sec Bancshares Calif
COM
$7.0M664.3K
1.2%
+4.1%
Added · +26K sh
34Townebank Portsmouth Va
COM
$6.8M200.9K
1.1%
New
New position
35Business First Bancshares In
COM
$6.2M231.1K
1.1%
+75%
Added · +99K sh
36Provident Finl Hldgs Inc
COM
$5.9M365.6K
1.0%
+3.8%
Added · +13K sh
37Eagle Bancorporation Inc
COM
$5.3M212.3K
0.9%
New
New position
38Waterstone Finl Inc MD
COM
$5.3M291.2K
0.9%
+46%
Added · +91K sh
39CNB Finl Corp Pa
COM
$4.7M163.5K
0.8%
−42%
Reduced · −116K sh
40Prosperity Bancshares Inc
COM
$4.7M69.5K
0.8%
New
New position
41Pinnacle Finl Partners Inc
COM
$2.2M25.6K
0.4%
New
New position
42John Marshall Bancorp Inc
COM
$2.2M108.2K
0.4%
−3.3%
Reduced · −4K sh
43Western New Eng Bancorp Inc
COM
$1.7M129.4K
0.3%
−60%
Reduced · −191K sh
44Princeton Bancorp Inc
COM
$1.4M42.5K
0.2%
+12%
Added · +5K sh
45Umb Finl Corp
COM
$1.2M10.5K
0.2%
New
New position
46Southstate BK Corp
COM
$1.2M12.6K
0.2%
New
New position
47Huntington Bancshares Inc
COM
$1.1M70.1K
0.2%
New
New position
48Bank Of Marin Bancorp
COM
$1.1M41.8K
0.2%
+360%
Added · +33K sh
49Old Natl Bancorp Ind
COM
$1.0M47.0K
0.2%
New
New position
50Wesbanco Inc
COM
$1.0M30.1K
0.2%
New
New position
Showing 50 of 62 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202662$590.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202654$534.4M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202583$557.6M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202598$509.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.