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Fourthstone LLC’s OptimumBank Holdings OPHC Stock Holding History

Fourthstone LLC’s Portfolio OPHC Stock Details OPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-389,554
Closed -$1.6M – 79
2025
Q3 		$1.6M Sell
389,554
-111,299
-22% -$485K 0.29% 59
2025
Q2 		$2.24M Buy
500,853
+154,399
+45% +$666K 0.44% 52
2025
Q1 		$1.42M Buy
346,454
+321,153
+1,269% +$1.44M 0.35% 41
2024
Q4 		$120K Sell
25,301
-45,459
-64% -$218K 0.02% 68
2024
Q3 		$323K Buy
+70,760
New +$322K 0.07% 64

Other funds holding OPHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fourthstone LLC's OPHC Position: Q4 2025 in Review

Fourthstone LLC sold out of OptimumBank Holdings (OPHC) in Q4 2025, closing a stake of 389,554 shares — an estimated $1.6M sold.

Fourthstone LLC first reported a position in OPHC in Q3 2024 and held it in 5 quarters. The position peaked at $2.24M in Q2 2025. 18 funds tracked by Wall St. Rank hold OPHC as of Q4 2025.

  • Fourthstone LLC reported no remaining OptimumBank Holdings position as of Q4 2025 after selling out during the quarter.
  • Fourthstone LLC sold 389,554 OptimumBank Holdings shares in Q4 2025, an estimated $1.6M.
  • Fourthstone LLC first reported a position in OptimumBank Holdings in Q3 2024 and held it in 5 quarters.
  • Fourthstone LLC's OptimumBank Holdings position peaked at $2.24M in Q2 2025.
  • 18 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q4 2025.

Based on Fourthstone LLC's 13F filing for Q4 2025, filed 13 Feb 2026.