StockDriftsStockDriftsTop 24 Fourthstone LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVBH | AVIDBANK HLDGS INC | 16.48% | 700.8K | $23.1M | -33.04%(-345.76K) | $23.10(+42.32%) | 2026-06-30 | |
| FNRN | FIRST NORTHN CMNTY BANCORP | 14.69% | 1.15M | $20.6M | new | $16.92(+3.72%) | 2026-06-30 | |
| EFSI | EAGLE FINL SVCS INC | 8.49% | 287.6K | $11.9M | -45.96%(-244.62K) | $36.36(+20.08%) | 2026-06-30 | |
| MRBK | MERIDIAN CORP | 7.68% | 538.4K | $10.8M | -54.19%(-636.91K) | $13.12(+53.03%) | 2026-06-30 | |
| FNWB | FIRST NORTHWEST BANCORP | 7.13% | 925.0K | $10.0M | +0.08%(+770) | $11.79(-2.39%) | 2026-06-30 | |
| ISTR | INVESTAR HOLDING CORP | 6.88% | 322.4K | $9.7M | -61.03%(-504.96K) | $24.04(+28.76%) | 2026-06-30 | |
| BOTJ | BANK OF THE JAMES FINL GP IN | 6.12% | 334.5K | $8.6M | -13.23%(-51.01K) | $14.72(+88.61%) | 2026-06-30 | |
| PROV | PROVIDENT FINL HLDGS INC | 4.57% | 370.0K | $6.4M | +1.19%(+4.34K) | $15.24(+17.96%) | 2026-06-30 | |
| BHRB | BURKE HERBERT FINL SVCS CORP | 4.37% | 84.2K | $6.1M | -65.81%(-162.17K) | $61.01(+19.91%) | 2026-06-30 | |
| COSO | COASTALSOUTH BANCSHARES INC | 4.33% | 225.2K | $6.1M | -79.54%(-875.29K) | $22.37(+24.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.73% | +75.96% | +5.63% | +31.51% |
| Top 20 Holdings Unweighted | +23.59% | +88.79% | +9.76% | +59.30% |
Fourthstone LLC reports $140.49M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are AVBH (16.5%), FNRN (14.7%) and EFSI (8.5%). The top 20 holdings account for 95.39% of reported assets. Its disclosed equity book has returned +75.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Fourthstone LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767803). View Fourthstone LLC’s 13F filings on SEC