Stilwell Value
Latest statistics and disclosures from Stilwell Value's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WHLRL, Kingsway Finl Svcs, SFBC, LSBK, CPBI, and represent 83.55% of Stilwell Value's stock portfolio.
- Added to shares of these 4 stocks: CLST, SPCX, CPBI, Wheeler Real Estate Invt Tr.
- Started 2 new stock positions in SPCX, Wheeler Real Estate Invt Tr.
- Reduced shares in these 10 stocks: WHLRL, IBRX, SRBK, NBBK, NECB, WHLRP, BVFL, AVBC, FSBW, Wheeler Real Estate Invt Tr.
- Sold out of its positions in IBRX, SRBK, Wheeler Real Estate Invt Tr.
- Stilwell Value was a net seller of stock by $-695k.
- Stilwell Value has $174M in assets under management (AUM), dropping by 4.49%.
- 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 June 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) | 41.0 | $71M | 866k | 82.50 |
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| Kingsway Corp Com New | 20.1 | $35M | 3.4M | 10.42 |
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| Sound Finl Ban (SFBC) | 10.1 | $18M | 410k | 43.11 |
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| Lake Shore Bancorp (LSBK) | 7.9 | $14M | 774k | 17.81 |
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| Central Plains Bancshares (CPBI) | 4.4 | $7.7M | +10% | 407k | 19.03 |
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| Wheeler Real Estate Invt Tr Cv Pfd Ser B (WHLRP) | 4.1 | $7.1M | -3% | 711k | 10.00 |
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| Catalyst Bancorp Common Stock (CLST) | 3.4 | $6.0M | +28% | 364k | 16.51 |
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| Fs Ban (FSBW) | 1.7 | $3.0M | -2% | 70k | 43.40 |
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| Northeast Cmnty Bancorp (NECB) | 1.6 | $2.8M | -9% | 100k | 27.74 |
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| Bv Finl Com New (BVFL) | 1.0 | $1.7M | -11% | 80k | 21.18 |
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| Home Fed Bancorp Inc La (HFBL) | 1.0 | $1.7M | 80k | 20.99 |
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| Fifth Dist Bancorp (FDSB) | 0.7 | $1.3M | 80k | 16.23 |
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| Nb Bancorp (NBBK) | 0.6 | $1.1M | -23% | 50k | 21.13 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.5 | $854k | NEW | 5.0k | 170.86 |
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| Avidia Bancorp Common Stock (AVBC) | 0.4 | $735k | -12% | 35k | 20.99 |
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| Magyar Bancorp (MGYR) | 0.4 | $698k | 40k | 17.45 |
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| Ecb Bancorp (ECBK) | 0.2 | $402k | 20k | 20.08 |
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| Ponce Financial Group Common Stock (PDLB) | 0.2 | $399k | 20k | 19.94 |
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| Marathon Bancorp Com New (MBBC) | 0.2 | $306k | 20k | 15.28 |
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| Fb Bancorp (FBLA) | 0.2 | $301k | 20k | 15.06 |
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| Proshares Tr Ii Ultra Silver New (AGQ) | 0.2 | $272k | 4.0k | 68.01 |
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| Principal Financial (PFG) | 0.0 | $59k | 547.00 | 107.78 |
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| MetLife (MET) | 0.0 | $5.1k | 60.00 | 84.62 |
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| Wheeler Real Estate Invt Tr | 0.0 | $2.0k | NEW | 1.6k | 1.25 |
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Past Filings by Stilwell Value
SEC 13F filings are viewable for Stilwell Value going back to 2015
- Stilwell Value 2026 Q2 filed Aug. 7, 2026
- 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