Stilwell Value LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1397076) · Explore on the interactive board
Stilwell Value LLC disclosed 24 US equity positions worth $174.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 7, 2026). Its largest position is WHEELER REAL ESTATE INVT TR at 41.0% of the reported book, followed by KWY, SFBC. The top ten holdings are 95.4% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 2, reduced 7 and exited 3. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Stilwell Value LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 2 added, 7 reduced, 3 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | WHEELER REAL ESTATE INVT TR | 41.0% | $71.4m | 865,721 | -2% | reduced | |
| 2 | KWY KINGSWAY CORP | 20.1% | $35.0m | 3,363,450 | 0% | held | |
| 3 | SFBC SOUND FINL BANCORP INC | 10.1% | $17.7m | 410,019 | 0% | held | |
| 4 | LSBK LAKE SHORE BANCORP INC | 7.9% | $13.8m | 773,675 | 0% | held | |
| 5 | CPBI CENTRAL PLAINS BANCSHARES IN | 4.4% | $7.7m | 406,874 | 11% | added | |
| 6 | WHEELER REAL ESTATE INVT TR | 4.1% | $7.1m | 710,466 | -3% | reduced | |
| 7 | CLST CATALYST BANCORP INC | 3.4% | $6.0m | 364,085 | 29% | added | |
| 8 | FSBW FS BANCORP INC | 1.7% | $3.0m | 70,000 | -3% | reduced | |
| 9 | NECB NORTHEAST CMNTY BANCORP INC | 1.6% | $2.8m | 100,000 | -9% | reduced | |
| 10 | BV FINL INC | 1.0% | $1.7m | 80,000 | -11% | reduced | |
| 11 | HOME FED BANCORP INC LA NEW | 1.0% | $1.7m | 80,000 | 0% | held | |
| 12 | FDSB FIFTH DIST BANCORP INC | 0.7% | $1.3m | 80,000 | 0% | held | |
| 13 | NBBK NB BANCORP INC | 0.6% | $1.1m | 50,000 | -23% | reduced | |
| 14 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 0.5% | $854.3k | 5,000 | – | new |
| 15 | AVBC AVIDIA BANCORP INC | 0.4% | $734.6k | 35,000 | -12% | reduced | |
| 16 | MGYR MAGYAR BANCORP INC | 0.4% | $698.0k | 40,000 | 0% | held | |
| 17 | ECBK ECB BANCORP INC | 0.2% | $401.6k | 20,000 | 0% | held | |
| 18 | PDLB PONCE FINANCIAL GROUP INC | 0.2% | $398.8k | 20,000 | 0% | held | |
| 19 | MARATHON BANCORP INC | 0.2% | $305.6k | 20,000 | 0% | held | |
| 20 | FBLA FB BANCORP INC | 0.2% | $301.2k | 20,000 | 0% | held | |
| 21 | PROSHARES TR II | 0.2% | $272.0k | 4,000 | 0% | held | |
| 22 | PFG PRINCIPAL FINANCIAL GROUP IN | Financial Services | 0.0% | $59.0k | 547 | 0% | held |
| 23 | MET METLIFE INC | Financial Services | 0.0% | $5.1k | 60 | 0% | held |
| 24 | WHEELER REAL ESTATE INVT TR | 0.0% | $2.0k | 1,583 | – | new |
What did Stilwell Value LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| IBRX IMMUNITYBIO INC | 63.3% | $613.6k |
| SRBK SR BANCORP INC | 34.8% | $337.6k |
| WHEELER REAL ESTATE INVT TR | 1.8% | $17.6k |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 0.5% |
| Financial Services | 0.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Stilwell Value LLC's portfolio?
Across every quarter Stilwell Value LLC has filed, its median largest position is 41.7% of the book and its median top-ten weight is 95.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 3.0 completed holding spells, the median lasted 1.0 quarters; 24.0 positions are still open and their final length is unknown.