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Q2 2026 13F · SEC CIK 1397076

Stilwell Value LLC

Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$174.4M
Reported positions
24
Top holdings a year, 3 yrs
+17.6%
Assets under management
$278.7M

Stilwell Value LLC is a hedge fund that reported 24 positions worth $174.4M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Wheeler Real Estate Invt Tr (WHLRL, 41.0%), Kingsway Corp (KFS, 20.1%), Sound Finl Bancorp Inc (SFBC, 10.1%). A portfolio copying its top holdings returned 17.6% a year over the last 3 years, against 20.4% for the S&P 500.

Stilwell Value LLC holdings all 24 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stilwell Value LLC 13F holdings
Stock% of 13F valueShare changeReported value
WHLRLWheeler Real Estate Invt Tr41.0%-2.0%$71.4M
KFSKingsway Corp20.1%+0.0%$35.0M
SFBCSound Finl Bancorp Inc10.1%+0.0%$17.7M
LSBKLake Shore Bancorp Inc7.9%+0.0%$13.8M
CPBICentral Plains Bancshares in4.4%+10.9%$7.7M
WHLRPWheeler Real Estate Invt Tr4.1%-3.4%$7.1M
CLSTCatalyst Bancorp Inc3.4%+28.9%$6.0M
FSBWFs Bancorp Inc1.7%-2.8%$3.0M
NECBNortheast Cmnty Bancorp Inc1.6%-9.1%$2.8M
BVFLBV Finl Inc1.0%-11.1%$1.7M
HFBLHome Fed Bancorp Inc la New1.0%+0.0%$1.7M
FDSBFifth Dist Bancorp Inc0.7%+0.0%$1.3M
NBBKNb Bancorp Inc0.6%-23.1%$1.1M
SPCXSpace Exploration Techn Corp0.5%—$854K
AVBCAvidia Bancorp Inc0.4%-12.5%$735K
MGYRMagyar Bancorp Inc Com0.4%+0.0%$698K
ECBKEcb Bancorp Inc0.2%+0.0%$402K
PDLBPonce Financial Group Inc0.2%+0.0%$399K
MBBCMarathon Bancorp Inc0.2%+0.0%$306K
FBLAFb Bancorp Inc0.2%+0.0%$301K
AGQProshares Tr II0.2%+0.0%$272K
PFGPrincipal Financial Group in0.0%+0.0%$59K
METMetlife Inc0.0%+0.0%$5K
963025747Wheeler Real Estate Invt Tr0.0%—$2K

What Stilwell Value LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
-19.6% /yr
S&P 500 +20.1%
3 years
+17.6% /yr
S&P 500 +20.4%
5 years
+14.6% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$174.4M24
Q1 2026$166.9M25
Q4 2025$181.4M24
Q3 2025$212.8M30
Q2 2025$205.3M30
Q1 2025$194.6M30
Q4 2024$198.5M32
Q3 2024$199.9M32
Q2 2024$192.0M34
Q1 2024$193.0M35
Q4 2023$191.5M34
Q3 2023$174.5M38

Questions about Stilwell Value LLC's portfolio

What stocks does Stilwell Value LLC own?

Stilwell Value LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 24 positions worth $174.4M. The largest are Wheeler Real Estate Invt Tr (WHLRL) at 41.0%, Kingsway Corp (KFS) at 20.1%, Sound Finl Bancorp Inc (SFBC) at 10.1%, Lake Shore Bancorp Inc (LSBK) at 7.9% and Central Plains Bancshares in (CPBI) at 4.4%.

What did Stilwell Value LLC buy last quarter?

In Q2 2026, Stilwell Value LLC added a new position in Space Exploration Techn Corp (SPCX), a new position in Wheeler Real Estate Invt Tr, Catalyst Bancorp Inc (CLST) (+28.9% shares) and Central Plains Bancshares in (CPBI) (+10.9% shares), compared with its Q1 2026 filing.

What did Stilwell Value LLC sell last quarter?

In Q2 2026, Stilwell Value LLC sold all of Immunitybio Inc (IBRX), sold all of Sr Bancorp Inc (SRBK), sold all of Wheeler Real Estate Invt Tr, Nb Bancorp Inc (NBBK) (-23.1% shares), Avidia Bancorp Inc (AVBC) (-12.5% shares) and BV Finl Inc (BVFL) (-11.1% shares), compared with its Q1 2026 filing.

How has Stilwell Value LLC's portfolio performed?

A portfolio copying Stilwell Value LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -19.6% against +20.1%. Over 5 years: +14.6% a year against +11.6%.

When is Stilwell Value LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stilwell Value LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stilwell Value LLC manage?

Stilwell Value LLC reported $278.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $174.4M.