2026 Q2 Portfolio Activity
In 2026 Q2, Stilwell Value LLC maintained a portfolio of 27 distinct positions. They heavily accumulated shares in CENTRAL PLAINS BANCSHARES IN, increasing the position by 10.9%. The fund also reduced its exposure to NB BANCORP INC by 23.1%.
Position History
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Total Positions
27
Quarter
2026 Q2
Top Holding
WHLRL (41.0%)
Top 10 Concentration
95.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-27 of 27
Stilwell Value LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WHLRL
WHEELER REAL ES...
|
Bond/Debt | 40.96% | 42.43% |
#1
Prev: #1
|
6.5 |
—
|
-17,500 | -2.0% |
P
S
|
865,721 | $71,421,983 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KFS
KINGSWAY CORP
|
Consumer Cyclical | 20.10% | 21.02% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
3,363,450 | $35,047,149 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SFBC
SOUND FINL BANC...
|
Financial Services | 10.14% | 10.74% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
410,019 | $17,675,919 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LSBK
LAKE SHORE BANC...
|
Financial Services | 7.90% | 7.04% |
#4
Prev: #4
|
4.7 |
—
|
no change | no change |
P
S
|
773,675 | $13,779,152 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CPBI
CENTRAL PLAINS ...
|
Financial Services | 4.44% | 3.76% |
#5
Prev: #5
|
4.3 |
—
|
39,973 | 10.9% |
P
S
|
406,874 | $7,742,812 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
WHLRP
WHEELER REAL ES...
|
Preferred | 4.07% | 3.06% |
#6
Prev: #6
|
2.1 |
—
|
-25,000 | -3.4% |
P
S
|
710,466 | $7,104,660 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CLST
CATALYST BANCOR...
|
Financial Services | 3.45% | 2.80% |
#7
Prev: #7
|
3.9 |
—
|
81,651 | 28.9% |
P
S
|
364,085 | $6,011,043 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FSBW
FS BANCORP INC
|
Financial Services | 1.74% | 1.67% |
#8
Prev: #8
|
1.2 |
—
|
-2,000 | -2.8% |
P
S
|
70,000 | $3,038,000 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NECB
NORTHEAST CMNTY...
|
Financial Services | 1.59% | 1.57% |
#9
Prev: #9
|
1.1 |
—
|
-10,000 | -9.1% |
P
S
|
100,000 | $2,774,000 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BVFL
BV FINL INC
|
Financial Services | 0.97% | 1.03% |
#10
Prev: #10
|
0.9 |
—
|
-10,000 | -11.1% |
P
S
|
80,000 | $1,694,400 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HFBL
HOME FED BANCOR...
|
Financial Services | 0.96% | 0.83% |
#11
Prev: #11
|
1.4 |
—
|
no change | no change |
P
S
|
80,000 | $1,679,200 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FDSB
FIFTH DIST BANC...
|
Financial Services | 0.74% | 0.71% |
#12
1
Prev: #13
|
1.3 |
—
|
no change | no change |
P
S
|
80,000 | $1,298,400 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NBBK
NB BANCORP INC
|
Financial Services | 0.61% | 0.82% |
#13
1
Prev: #12
|
0.2 |
—
|
-15,000 | -23.1% |
P
S
|
50,000 | $1,056,500 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 0.49% | — |
#14
Prev: #—
|
3.7 |
—
|
5,000 | — |
NEW
|
5,000 | $854,300 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
AVBC
AVIDIA BANCORP ...
|
Financial Services | 0.42% | 0.47% |
#15
1
Prev: #14
|
0.7 |
—
|
-5,000 | -12.5% |
P
S
|
35,000 | $734,650 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MGYR
MAGYAR BANCORP ...
|
Financial Services | 0.40% | 0.41% |
#16
1
Prev: #15
|
1.2 |
—
|
no change | no change |
P
S
|
40,000 | $698,000 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ECBK
ECB BANCORP INC
|
Financial Services | 0.23% | 0.20% |
#17
2
Prev: #19
|
1.1 |
—
|
no change | no change |
P
S
|
20,000 | $401,600 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PDLB
PONCE FINANCIAL...
|
Financial Services | 0.23% | 0.20% |
#18
2
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
20,000 | $398,800 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MBBC
MARATHON BANCOR...
|
Financial Services | 0.18% | 0.16% |
#19
3
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
20,000 | $305,600 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FBLA
FB BANCORP INC
|
Financial Services | 0.17% | 0.16% |
#20
1
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
20,000 | $301,200 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AGQ
PROSHARES TR II
|
ETF | 0.16% | 0.29% |
#21
4
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
4,000 | $272,040 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PFG
PRINCIPAL FINAN...
|
Financial Services | 0.03% | 0.03% |
#22
1
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
547 | $58,956 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MET
METLIFE INC
|
Financial Services | 0.00% | 0.00% |
#23
2
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
60 | $5,077 | 2015 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
N/A
WHEELER REAL ES...
|
|
Unknown | 0.00% | — |
#24
Prev: #—
|
3.5 |
—
|
1,583 | — |
NEW
|
1,583 | $1,979 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
N/A
WHEELER REAL ES...
|
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-19,029 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
SRBK
SR BANCORP INC
|
Financial Services | 0.00% | 0.20% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-20,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IBRX
IMMUNITYBIO INC
|
Healthcare | 0.00% | 0.37% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-80,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-27 of 27 holdings