Fourthstone LLC MCB METROPOLITAN BK HLDG CORP

Ownership history in Fourthstone LLC  ·  6 quarters on record

AI Ownership Summary

Fourthstone LLC reported METROPOLITAN BK HLDG CORP (MCB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 2.89% in 2025 Q3. The latest visible filing shows MCB at 2.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourthstone LLC's position in METROPOLITAN BK HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

MCB was reported at 2.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fourthstone LLC held MCB — position size vs. price
% of Fund (quarterly)    MCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 215,083 +85,449 +65.9% 2.89% $16.1M 2025-11-14 $69.23
2025 Q2 ADDED 129,634 +59,865 +85.8% 1.78% $9.1M 2025-08-14 $73.74
2025 Q1 ADDED 69,769 +54,067 +344.3% 0.97% $3.9M 2025-05-14 $65.58
2024 Q4 REDUCED 25.4% -4.1% 15,702 -5,348 -25.4% 0.18% $917K 2025-02-13 $62.14
2024 Q3 REDUCED 57.0% +10.5% 21,050 -27,945 -57.0% 0.25% $1.1M 2024-11-14 $64.31
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Fourthstone LLC and MCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fourthstone LLC reported owning MCB?

Fourthstone LLC reported MCB across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported MCB position in Fourthstone LLC's portfolio?

The largest reported portfolio weight for MCB was 2.89% in 2025 Q3.

What is the latest reported MCB position on this page?

The most recent filing on this page is 2025 Q3, when Fourthstone LLC reported 215,083 shares, equal to 2.89% of portfolio, with an estimated market value of $16.1M.

What does the chart on this MCB ownership page compare?

The chart compares Fourthstone LLC's quarterly MCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fourthstone LLC time their MCB position?

Based on 13F filing dates vs. subsequent MCB price moves, Fourthstone LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on MCB relative to SPY over the holding period was -6.1%.

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