Investor

Fourthstone LLC

CIK 0001767803 · filed 2026-02-13 · SEC filing

Q1 2026 Q4 2025

13F book

$534.4M

Positions

Largest name

6.0%

Orrstown Finl Svcs Inc

Est. mark

—

Need a prior quarter to estimate

Holdings Activity

Show puts & calls

Name	Ticker	Shares	Value	Weight	Est. mark	Change
Orrstown Finl Svcs Inc	—	899K	$31.8M	6.0%	—	Held
Colony Bankcorp Inc	CBAN	1.71M	$30.5M	5.7%	—	Held
Community West Bancshares Ne	—	1.31M	$29.5M	5.5%	—	Held
Avidbank Hldgs Inc	—	1.09M	$29M	5.4%	—	Held
Carter Bankshares, Inc.	CARE	1.24M	$24.3M	4.5%	—	Held
First Natl Corp	—	888.7K	$22.4M	4.2%	—	Held
CoastalSouth Bancshares, Inc.	COSO	959.8K	$22.3M	4.2%	—	Held
Meridian Corp	MRBK	1.12M	$19.7M	3.7%	—	Held
Investar Hldg Corp	ISTR	696K	$18.6M	3.5%	—	Held
Eagle Finl Svcs Inc	—	453.9K	$18.1M	3.4%	—	Held
Shore Bancshares Inc	SHBI	918.2K	$16.2M	3.0%	—	Held
First Cmnty Corp S C	—	537.1K	$15.9M	3.0%	—	Held
Cf Bankshares Inc.	CFBK	634.5K	$15.8M	3.0%	—	Held
Mainstreet Bancshares Inc	—	767.8K	$15.6M	2.9%	—	Held
Parke Bancorp, Inc.	PKBK	620.9K	$15.5M	2.9%	—	Held
FVCBankcorp, Inc.	FVCB	1.09M	$15.1M	2.8%	—	Held
Primis Financial Corp.	FRST	932.4K	$13M	2.4%	—	Held
Hanover Bancorp Inc	—	516.7K	$11.9M	2.2%	—	Held
Ames Natl Corp	—	438.7K	$10.1M	1.9%	—	Held
Oak Vy Bancorp Oakdale Calif	—	305.4K	$9.18M	1.7%	—	Held
Mid Penn Bancorp Inc	MPB	291.4K	$9.04M	1.7%	—	Held
Franklin Finl Svcs Corp	—	175.6K	$8.81M	1.6%	—	Held
Linkbancorp Inc	—	1.07M	$8.81M	1.6%	—	Held
First Northwest Bancorp	FNWB	939.4K	$8.81M	1.6%	—	Held
Ohio Vy Banc Corp	—	198.8K	$7.95M	1.5%	—	Held
Financial Instns Inc	—	254.5K	$7.93M	1.5%	—	Held
National Bankshares Inc Va	—	226.1K	$7.58M	1.4%	—	Held
Cnb Finl Corp Pa	—	279.6K	$7.32M	1.4%	—	Held
Eagle Bancorp Mont Inc	—	342.7K	$6.82M	1.3%	—	Held
United Sec Bancshares Calif	—	637.9K	$6.42M	1.2%	—	Held
Southern First Bancshares Inc	SFST	123.2K	$6.35M	1.2%	—	Held
Bank Of The James Finl Gp In	—	321.9K	$5.98M	1.1%	—	Held
Provident Finl Hldgs Inc	—	352.2K	$5.6M	1.0%	—	Held
Peoples Bancorp N C Inc	—	154.5K	$5.59M	1.0%	—	Held
Orange Cnty Bancorp Inc	—	192.8K	$5.51M	1.0%	—	Held
California Bancorp	—	275.4K	$5.14M	1.0%	—	Held
Plumas Bancorp	PLBC	102.6K	$4.58M	0.9%	—	Held
Burke Herbert Finl Svcs Corp	—	72.7K	$4.53M	0.8%	—	Held
Western New Eng Bancorp Inc	—	320K	$4.04M	0.8%	—	Held
Timberland Bancorp Inc	TSBK	109.7K	$3.93M	0.7%	—	Held
Business First Bancshares In	—	132.2K	$3.45M	0.6%	—	Held
Waterstone Finl Inc Md	—	199.7K	$3.31M	0.6%	—	Held
Citizens Cmnty Bancorp Inc M	—	168K	$2.99M	0.6%	—	Held
John Marshall Bancorp, Inc.	JMSB	111.9K	$2.24M	0.4%	—	Held
First Utd Corp	—	37.5K	$1.4M	0.3%	—	Held
Princeton Bancorp, Inc.	BPRN	37.8K	$1.31M	0.2%	—	Held
Northfield Bancorp Inc Del	—	100.8K	$1.15M	0.2%	—	Held
Heritage Finl Corp Wash	—	25.1K	$593.6K	0.1%	—	Held
Norwood Financial Corp	NWFL	19.5K	$545.8K	0.1%	—	Held
Riverview Bancorp Inc	RVSB	96.6K	$484.7K	0.1%	—	Held
Texas Community Bancshares I	—	24.9K	$447.1K	0.1%	—	Held
Sierra Bancorp	BSRR	11.2K	$367K	0.1%	—	Held
Cb Finl Svcs Inc	—	10K	$348.8K	0.1%	—	Held
Bank Marin Bancorp	BMRC	9.1K	$236.7K	0.0%	—	Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.