SCHEDULE: Fourthstone Amends Franklin Financial Stake
Beneficial Ownership Report Amendment
Fourthstone LLC and its affiliates have filed an Amendment No. 4 to their Schedule 13G, reporting a 3.92% beneficial ownership in Franklin Financial Services Corp.
Summary
- Fourthstone LLC, an investment adviser, along with its affiliates, filed an Amendment No. 4 to Schedule 13G regarding its holdings in Franklin Financial Services Corp.
- The filing reports a beneficial ownership of 175,570 shares of Franklin Financial Services Corp. Common Stock.
- This aggregate ownership represents 3.92% of the company's outstanding common stock.
- The shares were acquired in the ordinary course of business and not for the purpose of changing or influencing the control of the Issuer.
- The beneficial ownership is attributed to Fourthstone LLC, Fourthstone Master Opportunity Fund Ltd, Fourthstone GP LLC, Fourthstone QP Opportunity Fund LP, and L. Phillip Stone, IV.
- The percentage of class is based on 4,479,037 shares of Common Stock outstanding as of October 31, 2025, as reported in the Issuer's 10-Q filed on November 10, 2025.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of passive beneficial ownership and does not indicate any significant change in strategy or performance.
Industry Context
StockSavvy.ai notes that routine Schedule 13G filings primarily serve as transparency mechanisms for significant passive ownership stakes, offering limited direct insight into broader industry trends or competitive dynamics within the financial services sector.
Related Party Transactions
- The filing details the relationships between Fourthstone LLC (Investment Adviser), Fourthstone GP LLC (General Partner), Fourthstone Master Opportunity Fund Ltd, Fourthstone QP Opportunity Fund LP, Fourthstone Small-Cap Financials Fund LP, and L. Phillip Stone, IV (Managing Member/Principal owner), as entities and individuals within the same reporting group for beneficial ownership purposes.
Stakeholder Impact
- Minimal direct impact on shareholders, employees, customers, suppliers, or creditors, as this is a routine passive ownership disclosure and does not signal a change in control or operational strategy.
Key Dates
| Date | Description |
|---|---|
| 2025-10-31 | Shares outstanding calculation date based on Issuer's 10-Q. |
| 2025-12-31 | Date of event which requires filing of this statement (reporting period end date). |
| 2026-02-13 | Filing date of Schedule 13G Amendment No. 4. |
Keywords
Franklin Financial Services Corp, Fourthstone LLC, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, Financial Services, SEC Filing, Institutional Ownership
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