Fourthstone LLC

Hedge Fund • Long/Short

Fourthstone LLC is a Long/Short Hedge Fund based in St. Louis, MO led by Amy Morris Stone, reporting $957.5M in AUM as of Q3 2025 with 91% Financial Services concentration.

CEOAmy Morris Stone

Portfolio Value: $557.6M
Positions: 83
Top Holding: ORRF at 8.85%
Last Reported: Q3 2025

Address575 Maryville Centre Dr., Suite 110, St. Louis, MO, 63141, United States

Top Holdings

Largest long holdings in Fourthstone LLC's portfolio (44.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Orrstown Financial Services ORRF	Banks - Regional Financial Services	$49.4M	8.85%	+$6.6M Bought	7.45% 1.5M shares	Q2 2023 Held for 2y 5m
2 ChoiceOne Financial COFS	Banks - Regional Financial Services	$31.7M	5.68%	-$1.4M Sold	7.28% 1.1M shares	Q3 2024 Held for 1y 2m
3 Community West Bancshares CWBC	Banks - Regional Financial Services	$30.5M	5.47%	-$2.3M Sold	7.65% 1.5M shares	Q4 2023 Held for 1y 11m
4 AVBH Avidbank Holdings, Inc. AVBH	Unknown Unknown	$26.6M	4.77%	+$26.6M New	9.53% 1.0M shares	Q3 2025 Held for 2 months
5 California BanCorp BCAL	Banks - Regional Financial Services	$21.7M	3.89%	-$14.8M Sold	4.00% 1.3M shares	Q2 2023 Held for 2y 5m
6 Carter Bankshares, Inc. CARE	Banks - Regional Financial Services	$20.2M	3.61%	+$8.8M Bought	4.58% 1.0M shares	Q3 2023 Held for 2y 2m
7 First National Corp. FXNC	Banks - Regional Financial Services	$19.8M	3.55%	+$1.0M Bought	9.72% 873.6K shares	Q4 2019 Held for 5y 11m
8 First Community Corporation FCCO	Banks - Regional Financial Services	$17.2M	3.09%	+$1.5M Bought	7.96% 611.0K shares	Q3 2021 Held for 4y 2m
9 Meridian MRBK	Banks - Regional Financial Services	$16.9M	3.04%	-$191.1K Sold	9.49% 1.1M shares	Q2 2021 Held for 4y 5m
10 Metropolitan Bank Holding Corp. MCB	Banks - Regional Financial Services	$16.1M	2.89%	+$6.4M Bought	2.06% 215.1K shares	Q3 2024 Held for 1y 2m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Fourthstone LLC's latest filing

See all changes

GthenC

Market Value

$557.6M

Prior: $509.7M

Q/Q Change

+9.39%

+$47.9M

Net Flows % of MV

+1.42%

Turnover Ratio

23.63%

New Purchases

5 stocks

$37.4M

Added To

44 stocks

+$97.5M

Sold Out Of

22 stocks

$31.5M

Reduced Holdings

32 stocks

-$95.5M

Increased Positions

Position	Shares Δ	Change
1 AVBH Avidbank Holdings, Inc. AVBH	New	0 → 1.0M +$26.6M
2 CoastalSouth Bancshares COSO	New	0 → 378.1K +$8.2M
3 BBT BB&T Corporation BBT	New	0 → 46.0K +$1.1M
4 Midland States Bancorp MSBI	New	0 → 52.6K +$901.7K
5 Lake Shore Bancorp LSBK	New	0 → 42.0K +$546.0K

Decreased Positions

Position	Shares Δ	Change
1 Atlantic Union Bankshares AUB	Sold	321.4K → 0 −$10.1M
2 Valley National Bank VLY	Sold	355.2K → 0 −$3.2M
3 Webster Financial Corporation WBS	Sold	53.2K → 0 −$2.9M
4 Western Alliance Bancorporation WAL	Sold	21.5K → 0 −$1.7M
5 Finward Bancorp FNWD	Sold	54.9K → 0 −$1.5M