Fourthstone LLC - Portfolio Stock Holdings

Fourthstone LLC disclosed 71 stock positions in a recent SEC 13F filing. $589,981,621 of stock holdings were filed, with the largest holdings including CBAN, CARE, and CWBC. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,221,076,088 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.