Stilwell Value
Latest statistics and disclosures from Stilwell Value's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WHLRL, KFS, SFBC, LSBK, CPBI, and represent 84.99% of Stilwell Value's stock portfolio.
- Added to shares of these 4 stocks: IBRX, AGQ, CLST, Wheeler Real Estate Invt Tr.
- Started 3 new stock positions in Wheeler Real Estate Invt Tr, IBRX, AGQ.
- Reduced shares in these 6 stocks: , SRBK, WHLRP, FSBW, WHLR, BVFL.
- Sold out of its positions in If Bancorp, WHLR.
- Stilwell Value was a net seller of stock by $-6.7M.
- Stilwell Value has $167M in assets under management (AUM), dropping by -8.01%.
- Central Index Key (CIK): 0001397076
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Portfolio Holdings for Stilwell Value
Stilwell Value holds 25 positions in its portfolio as reported in the March 2026 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) | 42.4 | $71M | 883k | 80.15 |
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| Kingsway Finl Svcs Com New (KFS) | 21.0 | $35M | 3.4M | 10.43 |
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| Sound Finl Ban (SFBC) | 10.7 | $18M | 410k | 43.71 |
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| Lake Shore Bancorp (LSBK) | 7.0 | $12M | 774k | 15.18 |
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| Central Plains Bancshares (CPBI) | 3.8 | $6.3M | 367k | 17.11 |
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| Wheeler Real Estate Invt Tr Cv Pfd Ser B (WHLRP) | 3.1 | $5.1M | -3% | 736k | 6.95 |
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| Catalyst Bancorp Common Stock (CLST) | 2.8 | $4.7M | +10% | 282k | 16.56 |
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| Fs Ban (FSBW) | 1.7 | $2.8M | -3% | 72k | 38.59 |
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| Northeast Cmnty Bancorp (NECB) | 1.6 | $2.6M | 110k | 23.80 |
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| Bv Finl Com New (BVFL) | 1.0 | $1.7M | -5% | 90k | 19.14 |
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| Home Fed Bancorp Inc La (HFBL) | 0.8 | $1.4M | 80k | 17.30 |
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| Nb Bancorp (NBBK) | 0.8 | $1.4M | 65k | 21.07 |
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| Fifth Dist Bancorp (FDSB) | 0.7 | $1.2M | 80k | 14.82 |
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| Avidia Bancorp Common Stock (AVBC) | 0.5 | $787k | 40k | 19.67 |
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| Magyar Bancorp (MGYR) | 0.4 | $692k | 40k | 17.31 |
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| Immunitybio (IBRX) | 0.4 | $614k | NEW | 80k | 7.67 |
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| Proshares Tr Ii Ultra Silver New (AGQ) | 0.3 | $478k | NEW | 4.0k | 119.51 |
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| Sr Bancorp (SRBK) | 0.2 | $338k | -50% | 20k | 16.88 |
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| Ecb Bancorp (ECBK) | 0.2 | $335k | 20k | 16.73 |
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| Ponce Financial Group Common Stock (PDLB) | 0.2 | $334k | 20k | 16.71 |
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| Fb Bancorp (FBLA) | 0.2 | $275k | 20k | 13.74 |
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| Marathon Bancorp Com New (MBBC) | 0.2 | $271k | 20k | 13.53 |
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| Principal Financial (PFG) | 0.0 | $49k | 547.00 | 90.11 |
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| Wheeler Real Estate Invt Tr Com New | 0.0 | $18k | NEW | 19k | 0.93 |
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| MetLife (MET) | 0.0 | $4.2k | 60.00 | 70.72 |
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Past Filings by Stilwell Value
SEC 13F filings are viewable for Stilwell Value going back to 2015
- Stilwell Value 2026 Q1 filed May 6, 2026
- 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