Stilwell Value
Latest statistics and disclosures from Stilwell Value's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WHLRL, KFS, SFBC, LSBK, IROQ, and represent 84.17% of Stilwell Value's stock portfolio.
- Added to shares of these 3 stocks: CLST, LSBK, WHLR.
- Started 1 new stock position in WHLR.
- Reduced shares in these 10 stocks: KFS (-$26M), , WHLRL (-$5.4M), , Wheeler Real Estate Invt Tr, IROQ, PBBK, RMBI, AGQ, NBBK.
- Sold out of its positions in CFSB, First Savings Financial, PBBK, AGQ, RMBI, Spdr S&p 500 Etf Tr option, Wheeler Real Estate Invt Tr, WSBK.
- Stilwell Value was a net seller of stock by $-47M.
- Stilwell Value has $181M in assets under management (AUM), dropping by -19.80%.
- Central Index Key (CIK): 0001397076
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Portfolio Holdings for Stilwell Value
Stilwell Value holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wheeler Real Estate Invt Tr 7% SR NT 31 (WHLRL) | 39.0 | $71M | -7% | 883k | 80.15 |
|
| Kingsway Finl Svcs Com New (KFS) | 24.9 | $45M | -36% | 3.4M | 13.45 |
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| Sound Finl Ban (SFBC) | 9.9 | $18M | 410k | 43.63 |
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| Lake Shore Bancorp (LSBK) | 6.3 | $11M | +4% | 774k | 14.66 |
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| If Bancorp (IROQ) | 4.1 | $7.4M | -7% | 275k | 26.96 |
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| Central Plains Bancshares (CPBI) | 3.4 | $6.2M | 367k | 16.92 |
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| Catalyst Bancorp Common Stock (CLST) | 2.2 | $4.0M | +116% | 255k | 15.75 |
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| Wheeler Real Estate Invt Tr Cv Pfd Ser B (WHLRP) | 2.2 | $4.0M | -3% | 762k | 5.19 |
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| Fs Ban (FSBW) | 1.7 | $3.1M | -3% | 75k | 41.17 |
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| Northeast Cmnty Bancorp (NECB) | 1.4 | $2.5M | 110k | 22.61 |
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| Bv Finl Com New (BVFL) | 1.0 | $1.7M | -5% | 95k | 18.14 |
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| Home Fed Bancorp Inc La (HFBL) | 0.8 | $1.4M | 80k | 18.00 |
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| Nb Bancorp (NBBK) | 0.7 | $1.3M | -18% | 65k | 19.82 |
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| Fifth Dist Bancorp (FDSB) | 0.7 | $1.2M | 80k | 15.00 |
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| Magyar Bancorp (MGYR) | 0.4 | $691k | 40k | 17.28 |
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| Avidia Bancorp Common Stock (AVBC) | 0.4 | $672k | 40k | 16.81 |
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| Sr Bancorp (SRBK) | 0.3 | $630k | 40k | 15.74 |
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| Ecb Bancorp (ECBK) | 0.2 | $348k | 20k | 17.39 |
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| Ponce Financial Group Common Stock (PDLB) | 0.2 | $327k | 20k | 16.35 |
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| Fb Bancorp (FBLA) | 0.1 | $257k | 20k | 12.85 |
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| Marathon Bancorp Com New (MBBC) | 0.1 | $243k | 20k | 12.16 |
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| Wheeler Real Estate Invt Tr Com New (WHLR) | 0.1 | $97k | NEW | 57k | 1.70 |
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| Principal Financial (PFG) | 0.0 | $48k | 547.00 | 88.21 |
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| MetLife (MET) | 0.0 | $4.7k | 60.00 | 78.93 |
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Past Filings by Stilwell Value
SEC 13F filings are viewable for Stilwell Value going back to 2015
- Stilwell Value 2025 Q4 filed Jan. 29, 2026
- Stilwell Value 2025 Q3 filed Nov. 14, 2025
- Stilwell Value 2025 Q2 filed Aug. 6, 2025
- Stilwell Value 2025 Q1 filed May 14, 2025
- Stilwell Value 2024 Q4 filed Feb. 13, 2025
- Stilwell Value 2024 Q3 filed Nov. 13, 2024
- Stilwell Value 2024 Q1 filed May 8, 2024
- Stilwell Value 2023 Q4 filed Feb. 12, 2024
- Stilwell Value 2023 Q3 filed Nov. 13, 2023
- Stilwell Value 2023 Q2 filed Aug. 11, 2023
- Stilwell Value 2023 Q1 filed May 15, 2023
- Stilwell Value 2022 Q4 filed Feb. 10, 2023
- Stilwell Value 2022 Q3 filed Nov. 14, 2022
- Stilwell Value 2022 Q2 filed Aug. 12, 2022
- Stilwell Value 2022 Q1 filed May 13, 2022
- Stilwell Value 2021 Q4 filed Feb. 11, 2022