MondegarAI
Fourthstone LLC

Q3 2025 · 13F-HR

Fourthstone LLCholdings as filed

Filed 2025-11-14 · accession 0001420506-25-003264

$557.6M
Reported value
83
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Fourthstone LLC · Q3 2025

AI · grounded in 13F

Fourthstone LLC established a new position in ORRSTOWN FINL SVCS INC ORRF valued at $49.4M. The fund also initiated new stakes in CHOICEONE FINL SVCS INC COFS for $31.7M and COMMUNITY WEST BANCSHARES NE CWBC for $30.5M. Additional new positions include AVIDBANK HLDGS INC AVBH at $26.6M and CALIFORNIA BANCORP BCAL at $21.7M. The fund ended the period with 83 positions and total AUM of $557.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
687380105ORRFORRSTOWN FINL SVCS INC$49.4M8.85%1,453,010CommonSOLE
170386106COFSCHOICEONE FINL SVCS INC$31.7M5.68%1,093,522CommonSOLE
203937107CWBCCOMMUNITY WEST BANCSHARES NE$30.5M5.47%1,462,786CommonSOLE
05368J103AVBHAVIDBANK HLDGS INC$26.6M4.77%1,042,169CommonSOLE
84252A106BCALCALIFORNIA BANCORP$21.7M3.89%1,301,394CommonSOLE
146103106CARECARTER BANKSHARES INC$20.2M3.61%1,038,543CommonSOLE
32106V107FXNCFIRST NATL CORP$19.8M3.55%873,646CommonSOLE
319835104FCCOFIRST CMNTY CORP S C$17.2M3.09%610,974CommonSOLE
58958P104MRBKMERIDIAN CORPORATION$16.9M3.04%1,072,214CommonSOLE
591774104MCBMETROPOLITAN BK HLDG CORP$16.1M2.89%215,083CommonSOLE
353525108FRAFFRANKLIN FINL SVCS CORP$15.3M2.74%331,586CommonSOLE
12520L109CFBKCF BANKSHARES INC$14.3M2.56%596,276CommonSOLE
36120Q101FVCBFVCBANKCORP INC$11.8M2.12%910,820CommonSOLE
19623P101CBANCOLONY BANKCORP INC$10.9M1.96%643,673CommonSOLE
56064Y100MNSBMAINSTREET BANCSHARES INC$10.6M1.90%509,933CommonSOLE
26951R104EFSIEAGLE FINL SVCS INC$10.5M1.88%276,786CommonSOLE
410709109HNVRHANOVER BANCORP INC$9.5M1.70%421,508CommonSOLE
825107105SHBISHORE BANCSHARES INC$9.3M1.67%568,190CommonSOLE
317585404FISIFINANCIAL INSTNS INC$8.8M1.57%322,202CommonSOLE
700885106PKBKPARKE BANCORP INC$8.7M1.57%405,954CommonSOLE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$8.5M1.52%137,761CommonSOLE
174903104CZWICITIZENS CMNTY BANCORP INC M$8.4M1.51%525,039CommonSOLE
19058X207COSOCOASTALSOUTH BANCSHARES INC$8.2M1.48%378,141CommonSOLE
06654A103BWFGBANKWELL FINL GROUP INC$7.8M1.41%177,321CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$7.4M1.33%706,933CommonSOLE
950810101WSBCWESBANCO INC$7.1M1.28%223,648CommonSOLE
842873101SFSTSOUTHERN FIRST BANCSHARES$7.0M1.26%158,754CommonSOLE
335834107FNWBFIRST NORTHWEST BANCORP$6.8M1.23%869,092CommonSOLE
553810102MVBFMVB FINL CORP$6.8M1.22%272,282CommonSOLE
46134L105ISTRINVESTAR HLDG CORP$6.5M1.16%279,847CommonSOLE
59540G107MPBMID PENN BANCORP INC$6.3M1.13%219,569CommonSOLE
063425102BMRCBANK MARIN BANCORP$5.4M0.97%222,134CommonSOLE
911460103UBFOUNITED SEC BANCSHARES CALIF$5.2M0.93%555,820CommonSOLE
33741H107FUNCFIRST UTD CORP$5.0M0.89%135,366CommonSOLE
53578P105LNKBLINKBANCORP INC$4.9M0.87%682,823CommonSOLE
05603E208BVFLBV FINL INC$4.8M0.86%297,624CommonSOLE
671807105OVLYOAK VY BANCORP OAKDALE CALIF$4.7M0.84%165,856CommonSOLE
48716P108KRNYKEARNY FINL CORP MD$4.6M0.82%699,086CommonSOLE
470299108BOTJBANK OF THE JAMES FINL GP IN$4.6M0.82%291,782CommonSOLE
031001100ATLOAMES NATL CORP$4.6M0.82%225,099CommonSOLE
178867107CIVBCIVISTA BANCSHARES INC$4.4M0.79%216,410CommonSOLE
126128107CCNECNB FINL CORP PA$3.9M0.71%162,457CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN$3.9M0.69%164,024CommonSOLE
634865109NKSHNATIONAL BANKSHARES INC VA$3.8M0.68%128,497CommonSOLE
743868101PROVPROVIDENT FINL HLDGS INC$3.6M0.65%230,822CommonSOLE
958892101WNEBWESTERN NEW ENG BANCORP INC$3.5M0.62%287,393CommonSOLE
316926104FDSBFIFTH DIST BANCORP INC$3.4M0.62%248,966CommonSOLE
598511103MOFGMIDWESTONE FINL GROUP INC NE$3.4M0.61%120,000CommonSOLE
20786W107CNOBCONNECTONE BANCORP INC$3.0M0.54%122,000CommonSOLE
268948106EGBNEAGLE BANCORP INC MD$2.9M0.51%141,541CommonSOLE
677719106OVBCOHIO VY BANC CORP$2.7M0.48%73,031CommonSOLE
710577107PEBKPEOPLES BANCORP N C INC$2.3M0.42%75,612CommonSOLE
67109R109OPBKOP BANCORP$2.2M0.39%156,951CommonSOLE
669549107NWFLNORWOOD FINANCIAL CORP$2.1M0.38%83,764CommonSOLE
47805L101JMSBJOHN MARSHALL BANCORP INC$2.1M0.37%104,641CommonSOLE
94188P101WSBFWATERSTONE FINL INC MD$2.0M0.36%128,559CommonSOLE
729273102PLBCPLUMAS BANCORP$2.0M0.35%45,418CommonSOLE
68417L107OBTORANGE CNTY BANCORP INC$1.8M0.32%71,444CommonSOLE
68401P403OPHCOPTIMUMBANK HLDGS INC$1.6M0.29%389,554CommonSOLE
26942G100EBMTEAGLE BANCORP MONT INC$1.6M0.29%92,067CommonSOLE
70319R109PBHCPATHFINDER BANCORP INC MD$1.4M0.25%87,231CommonSOLE
320557101INBKFIRST INTERNET BANCORP$1.3M0.23%56,238CommonSOLE
887098101TSBKTIMBERLAND BANCORP INC$1.2M0.21%35,676CommonSOLE
084680107BBTBEACON FINANCIAL CORP.$1.1M0.20%46,000CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$1.0M0.19%87,802CommonSOLE
769397100RVSBRIVERVIEW BANCORP INC$998,1430.18%185,874CommonSOLE
31425A109FBLAFB BANCORP INC$964,1240.17%80,210CommonSOLE
74930B105RBBRBB BANCORP$938,0000.17%50,000CommonSOLE
597742105MSBIMIDLAND STATES BANCORP INC$901,7180.16%52,609CommonSOLE
74179A107BPRNPRINCETON BANCORP INC$879,3250.16%27,617CommonSOLE
319390100FBIZFIRST BUSINESS FINL SVCS INC$621,8350.11%12,131CommonSOLE
426927109XHCHERITAGE COMM CORP$615,6600.11%62,000CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$596,0800.11%33,926CommonSOLE
25432X102DCOMDIME CMNTY BANCSHARES INC$570,9760.10%19,141CommonSOLE
31931U102FRBAFIRST BK WILLIAMSTOWN NEW JE$554,1210.10%34,016CommonSOLE
510704109LSBKLAKE SHORE BANCORP INC$546,0000.10%42,000CommonSOLE
164024101CHMGCHEMUNG FINL CORP$526,6710.09%10,028CommonSOLE
343873105FFICFLUSHING FINL CORP$524,7800.09%38,000CommonSOLE
32026V104FFWMFIRST FNDTN INC$490,1600.09%88,000CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$475,5320.09%74,887CommonSOLE
88231Q108TCBSTEXAS COMMUNITY BANCSHARES I$402,2310.07%24,881CommonSOLE
12479G101CBFVCB FINL SVCS INC$328,9780.06%9,906CommonSOLE
680277100OSBCOLD SECOND BANCORP INC ILL$216,0630.04%12,500CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.