Fourthstone group discloses 9.14% Foresight Financial (FGFH) ownership in updated 13G
Rhea-AI Filing Summary
Fourthstone LLC and related entities report beneficial ownership of 329,498 shares of Foresight Financial Group Inc. common stock, representing 9.14% of the 3,606,428 shares outstanding as of March 31, 2026. The shares are held on behalf of advisory clients.
The group reports shared voting and dispositive power over these shares and no sole voting or dispositive power. The reporting persons state the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company or in connection with any such transaction.
Positive
- None.
Negative
- None.
Key Figures
Shares beneficially owned: 329,498 shares
Ownership percentage: 9.14%
Shares outstanding: 3,606,428 shares
+3 more
6 metrics
Shares beneficially owned
329,498 shares
Common stock of Foresight Financial Group Inc. held by Fourthstone LLC and related entities
Ownership percentage
9.14%
Portion of Foresight Financial Group Inc. common stock class held by Fourthstone LLC and L. Phillip Stone IV
Shares outstanding
3,606,428 shares
Foresight Financial Group Inc. common stock outstanding as of March 31, 2026, per Q1 earnings release
Fourthstone Master stake
257,520 shares (7.14%)
Beneficial ownership reported by Fourthstone Master Opportunity Fund Ltd
Fourthstone QP stake
70,704 shares (1.96%)
Beneficial ownership reported by Fourthstone QP Opportunity Fund LP
Small-Cap Financials stake
1,274 shares (0.04%)
Beneficial ownership reported by Fourthstone Small-Cap Financials Fund LP
Key Terms
beneficially own, shared voting power, shared dispositive power, investment adviser, +1 more
5 terms
beneficially own financial
"may be deemed to beneficially own securities owned by Fourthstone QP Opportunity Fund LP"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
investment adviser financial
"acquired the Issuer's shares in the ordinary course of business as a registered investment adviser"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
percent of class financial
"Percent of class: 9.14 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
How much of Foresight Financial Group (FGFH) does Fourthstone own?
Fourthstone LLC and related entities beneficially own 329,498 shares of Foresight Financial Group Inc., representing 9.14% of the 3,606,428 common shares outstanding as of March 31, 2026.
What type of filing is this for Foresight Financial Group (FGFH)?
This is an Amendment No. 7 to a Schedule 13G reporting the beneficial ownership of Foresight Financial Group Inc. common stock by Fourthstone LLC and affiliated reporting persons.
Is Fourthstone seeking control of Foresight Financial Group (FGFH)?
The reporting persons state the securities were not acquired and are not held for the purpose or effect of changing or influencing control of Foresight Financial Group Inc., and not in connection with any transaction having that effect.
Who are the reporting persons in the FGFH Schedule 13G/A?
Reporting persons include Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC, Fourthstone QP Opportunity Fund, Fourthstone Small-Cap Financials Fund, and L. Phillip Stone IV, Managing Member of Fourthstone and Fourthstone GP.
What ownership percentages do the Fourthstone entities report in FGFH?
Reported percentages of Foresight Financial Group Inc. include 9.14% for Fourthstone LLC and L. Phillip Stone, 7.14% for Fourthstone Master Opportunity Fund, 2.00% for Fourthstone GP, 1.96% for Fourthstone QP Opportunity, and 0.04% for Fourthstone Small-Cap Financials.
AI-generated analysis. How Rhea-AI works. Not financial advice.