Stilwell Value LLC 13F Holdings · Q2 2026
Stilwell Value LLC reported 24 securities worth $174.36M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WHLRL (40.96%), KWY (20.10%), SFBC (10.14%). Among its top 25 positions this quarter: 1 new, 2 added, 7 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WHLRL | WHEELER REAL ESTATE INVT TR | $71.4M | 40.96% | 865,721 | Trimmed |
| 2 | KWY | KINGSWAY CORP | $35.0M | 20.10% | 3.4M | Hold |
| 3 | SFBC | SOUND FINL BANCORP INC | $17.7M | 10.14% | 410,019 | Hold |
| 4 | LSBK | LAKE SHORE BANCORP INC | $13.8M | 7.90% | 773,675 | Hold |
| 5 | CPBI | CENTRAL PLAINS BANCSHARES IN | $7.7M | 4.44% | 406,874 | Added |
| 6 | WHLRP | WHEELER REAL ESTATE INVT TR | $7.1M | 4.07% | 710,466 | Trimmed |
| 7 | CLST | CATALYST BANCORP INC | $6.0M | 3.45% | 364,085 | Added |
| 8 | FSBW | FS BANCORP INC | $3.0M | 1.74% | 70,000 | Trimmed |
| 9 | NECB | NORTHEAST CMNTY BANCORP INC | $2.8M | 1.59% | 100,000 | Trimmed |
| 10 | BVFL | BV FINL INC | $1.7M | 0.97% | 80,000 | Trimmed |
| 11 | HFBL | HOME FED BANCORP INC LA NEW | $1.7M | 0.96% | 80,000 | Hold |
| 12 | FDSB | FIFTH DIST BANCORP INC | $1.3M | 0.74% | 80,000 | Hold |
| 13 | NBBK | NB BANCORP INC | $1.1M | 0.61% | 50,000 | Trimmed |
| 14 | SPCX | SPACE EXPLORATION TECHN CORP | $854,300 | 0.49% | 5,000 | New |
| 15 | AVBC | AVIDIA BANCORP INC | $734,650 | 0.42% | 35,000 | Trimmed |
| 16 | MGYR | MAGYAR BANCORP INC | $698,000 | 0.40% | 40,000 | Hold |
| 17 | ECBK | ECB BANCORP INC | $401,600 | 0.23% | 20,000 | Hold |
| 18 | PDLB | PONCE FINANCIAL GROUP INC | $398,800 | 0.23% | 20,000 | Hold |
| 19 | MBBC | MARATHON BANCORP INC | $305,600 | 0.18% | 20,000 | Hold |
| 20 | FBLA | FB BANCORP INC | $301,200 | 0.17% | 20,000 | Hold |
| 21 | AGQ | PROSHARES TR II | $272,040 | 0.16% | 4,000 | Hold |
| 22 | PFG | PRINCIPAL FINANCIAL GROUP IN | $58,956 | 0.03% | 547 | Hold |
| 23 | IBRX | IMMUNITYBIO INC | $0 | 0.00% | 0 | Exited |
| 24 | MET | METLIFE INC | $5,077 | 0.00% | 60 | Hold |
| 25 | SRBK | SR BANCORP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR