Stilwell Value LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Stilwell Value LLC disclosed 24 US equity positions worth $174.4m in its Q2 2026 13F filing. The largest position was WHEELER REAL ESTATE INVT TR at 41.0% of the reported book, followed by KWY and SFBC. Against the Q1 2026 filing, it opened 2 new positions, added to 2 and reduced 7 among the top 24 holdings.
What did Stilwell Value LLC own in Q2 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.