Fourthstone LLC

Institutional manager·CIK 0001767803

Annual return '25

+14.8%

SPY '25

+17.7%

Alpha

-2.9ptsvs SPY

Invested

$590M

Holdings

62

Trades YTD

0

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

Coverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR

COLONY BANKCORP INC

Q4 2025: Increased +165.8% (643.7k → 1.71M shares)

CARTER BANKSHARES INC

Q4 2025: Increased +19.1% (1.04M → 1.24M shares)

COMMUNITY WEST BANCSHARES NE

Q4 2025: Sold 10.4% (1.46M → 1.31M shares)

AVIDBANK HLDGS INC

Q4 2025: Increased +4.7% (1.04M → 1.09M shares)

COASTALSOUTH BANCSHARES INC

Q4 2025: Increased +153.8% (378.1k → 959.8k shares)

INVESTAR HOLDING CORP

Q4 2025: Increased +148.7% (279.8k → 696.0k shares)

Q4 2025: Increased +4.6% (1.07M → 1.12M shares)

FIRST NATL CORP VA

Q4 2025: Increased +1.7% (873.6k → 888.7k shares)

PARKE BANCORP INC

Q4 2025: Increased +53.0% (406.0k → 620.9k shares)

FVCBANKCORP INC

Q4 2025: Increased +19.6% (910.8k → 1.09M shares)

See all 62 holdings · Pro →

Recent trades · Last 90 days

No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.

Convergence · Pattern Engine ships in v1.1

30-day window

In development

Convergence participation lands with the Pattern Engine.

Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.