Stilwell Value LLC
13F Reported Value
ⓘ$166.9M
Holdings
25
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Stilwell Value LLC disclosed 25 positions worth $166.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $IBRX and a full exit from $IROQ. The portfolio is most concentrated in Other (66.5% of disclosed assets). All figures are sourced directly from Stilwell Value LLC’s Form 13F-HR filing with the SEC under CIK 1397076.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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WHEELER REAL ESTATE INVT TR
—Quality
$70.8M883,221 shKINGSWAY FINL SVCS INC
—Quality
$35.1M3,363,450 sh- —
Quality
$17.9M410,019 sh - —
Quality
$11.7M773,675 sh - —
Quality
$6.3M366,901 sh WHEELER REAL ESTATE INVT TR
—Quality
$5.1M735,466 sh- —
Quality
$4.7M282,434 sh - —
Quality
$2.8M72,000 sh - $2.6M110,000 sh
- —
Quality
$1.7M90,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| WHEELER REAL ESTATE INVT TR | — | $70.8M | 883,221 |
| KINGSWAY FINL SVCS INC | — | $35.1M | 3,363,450 |
 Sound Financial Bancorp, Inc.$SFBC | — | $17.9M | 410,019 |
 Lake Shore Bancorp, Inc. /MD/$LSBK | — | $11.7M | 773,675 |
 Central Plains Bancshares, Inc.$CPBI | — | $6.3M | 366,901 |
| WHEELER REAL ESTATE INVT TR | — | $5.1M | 735,466 |
 Catalyst Bancorp, Inc.$CLST | — | $4.7M | 282,434 |
 FS Bancorp, Inc.$FSBW | — | $2.8M | 72,000 |
 NorthEast Community Bancorp, Inc./MD/$NECB | — | $2.6M | 110,000 |
 BV Financial, Inc.$BVFL | — | $1.7M | 90,000 |
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32-signal composite ranking on each of Stilwell Value LLC's 25 positions.
Showing top 10 of 25 holdings.
Sector Allocation
Other
$111.0M
Financials
$55.2M
Healthcare
$613,600
Real Estate
$17,615
Full Holdings — Stilwell Value LLC (Q1 2026)
All 25 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | WHEELER REAL ESTATE INVT TR | $70.8M | 42.4% | +0% | — |
| 2 | — | KINGSWAY FINL SVCS INC | $35.1M | 21.0% | +0% | — |
| 3 | $SFBC | Sound Financial Bancorp, Inc. | $17.9M | 10.7% | +0% | — |
| 4 | $LSBK | Lake Shore Bancorp, Inc. /MD/ | $11.7M | 7.0% | +0% | — |
| 5 | $CPBI | Central Plains Bancshares, Inc. | $6.3M | 3.8% | +0% | — |
| 6 | — | WHEELER REAL ESTATE INVT TR | $5.1M | 3.1% | -3% | — |
| 7 | $CLST | Catalyst Bancorp, Inc. | $4.7M | 2.8% | +11% | — |
| 8 | $FSBW | FS Bancorp, Inc. | $2.8M | 1.7% | -4% | — |
| 9 | $NECB | NorthEast Community Bancorp, Inc./MD/ | $2.6M | 1.6% | +0% | — |
| 10 | $BVFL | BV Financial, Inc. | $1.7M | 1.0% | -5% | — |
| 11 |  $HFBL | Home Federal Bancorp, Inc. of Louisiana | $1.4M | 0.8% | +0% | — |
| 12 |  $NBBK | NB Bancorp, Inc. | $1.4M | 0.8% | +0% | — |
| 13 |  $FDSB | Fifth District Bancorp, Inc. | $1.2M | 0.7% | +0% | 33 |
| 14 |  $AVBC | Avidia Bancorp, Inc. | $786,800 | 0.5% | +0% | — |
| 15 |  $MGYR | Magyar Bancorp, Inc. | $692,400 | 0.4% | +0% | — |
| 16 |  $IBRX | ImmunityBio, Inc. | $613,600 | 0.4% | NEW | 30 |
| 17 |  $AGQ | ProShares Trust II | $478,040 | 0.3% | NEW | — |
| 18 |  $SRBK | SR Bancorp, Inc. | $337,600 | 0.2% | -50% | — |
| 19 |  $ECBK | ECB Bancorp, Inc. /MD/ | $334,600 | 0.2% | +0% | 33 |
| 20 |  $PDLB | Ponce Financial Group, Inc. | $334,200 | 0.2% | +0% | — |
| 21 |  $FBLA | FB Bancorp, Inc. /MD/ | $274,800 | 0.2% | +0% | 44.7 |
| 22 |  $MBBC | Marathon Bancorp, Inc. /MD/ | $270,600 | 0.2% | +0% | — |
| 23 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $49,290 | 0.0% | +0% | 50.6 |
| 24 |  $WHLR | Wheeler Real Estate Investment Trust, Inc. | $17,615 | 0.0% | -67% | — |
| 25 |  $MET | METLIFE INC | $4,243 | 0.0% | +0% | 73.9 |
Exited Positions (1)
$IROQ IF Bancorp, Inc.Browse Top Institutional Investors
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