Fourthstone LLC has reported an increase in its ownership of First Northern Community Bancorp, now holding 9.48% of the company’s common stock. This change, disclosed in a recent Schedule 13G/A filing, signifies Fourthstone's growing influence in the financial services sector. The filing indicates that Fourthstone's acquisitions were made in the normal course of business and not aimed at influencing the control of First Northern.

Fourthstone LLC, incorporated in Missouri, primarily operates as an investment adviser. The company’s recent filing, dated November 13, 2026, reveals that it beneficially owns a total of 1,554,776 shares of First Northern Community Bancorp. The filing also includes information about other entities associated with Fourthstone, such as Fourthstone Master Opportunity Fund Ltd and Fourthstone GP LLC, which are also involved in the ownership of shares.

Background

Fourthstone LLC is a registered investment adviser based in St. Louis, Missouri. The company was established to manage investments and provide advisory services. The recent filing indicates that Fourthstone is actively managing a portfolio that includes significant holdings in First Northern Community Bancorp, a federally chartered savings institution based in Dixon, California.

What the Filing Says

The Schedule 13G/A filing reveals that Fourthstone LLC has acquired its shares of First Northern Community Bancorp without the intent to influence control over the company. The filing states, "Fourthstone LLC acquired the Issuer's shares in the ordinary course of business as a registered investment adviser and not with the purpose nor with the effect of influencing the control of the Issuer." This statement clarifies Fourthstone's position as a passive investor in First Northern.

Impact

This increased stake may affect various stakeholders, including other investment firms and the management of First Northern Community Bancorp. As Fourthstone LLC expands its holdings, it may signal to competitors and other investors a potential shift in market dynamics within the savings institution sector. The filing suggests that Fourthstone's actions are part of a broader strategy to manage investments in a competitive landscape.

What's Next

The filing does not say what happens next. However, Fourthstone's increased stake may lead to further disclosures or actions as it continues to manage its investment in First Northern Community Bancorp.

Source: SEC Accession Number 0001767803-26-000093