StockDriftsStockDriftsTop 22 Stilwell Value LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WHLRL | WHEELER REAL ESTATE INVT TR | 40.96% | 865.7K | $71.4M | -1.98%(-17.50K) | $21.39(+274.04%) | 2026-06-30 | |
| KFS | KINGSWAY CORP | 20.1% | 3.36M | $35.0M | +0.00%(+0) | $4.66(+125.47%) | 2026-06-30 | |
| SFBC | SOUND FINL BANCORP INC | 10.14% | 410.0K | $17.7M | +0.00%(+0) | $25.83(+80.33%) | 2026-06-30 | |
| LSBK | LAKE SHORE BANCORP INC | 7.9% | 773.7K | $13.8M | +0.00%(+0) | $11.90(+44.49%) | 2026-06-30 | |
| CPBI | CENTRAL PLAINS BANCSHARES IN | 4.44% | 406.9K | $7.7M | +10.89%(+39.97K) | $14.20(+47.62%) | 2026-06-30 | |
| WHLRP | WHEELER REAL ESTATE INVT TR | 4.07% | 710.5K | $7.1M | -3.40%(-25.00K) | $3.31(+176.09%) | 2026-06-30 | |
| CLST | CATALYST BANCORP INC | 3.45% | 364.1K | $6.0M | +28.91%(+81.65K) | $14.54(+18.81%) | 2026-06-30 | |
| FSBW | FS BANCORP INC | 1.74% | 70.0K | $3.0M | -2.78%(-2.00K) | $18.06(+143.03%) | 2026-06-30 | |
| NECB | NORTHEAST CMNTY BANCORP INC | 1.59% | 100.0K | $2.8M | -9.09%(-10.00K) | $12.09(+123.49%) | 2026-06-30 | |
| BVFL | BV FINL INC | 0.97% | 80.0K | $1.7M | -11.11%(-10.00K) | $10.92(+95.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.87% | +145.33% | +18.01% | +128.87% |
| Top 20 Holdings Unweighted | +16.96% | +59.99% | +3.43% | +18.36% |
Stilwell Value LLC reports $174.36M in US-listed equity holdings across 24 positions in its most recent 13F filing. Its largest disclosed positions are WHLRL (41.0%), KFS (20.1%) and SFBC (10.1%). The top 20 holdings account for 99.46% of reported assets. Its disclosed equity book has returned +145.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stilwell Value LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1397076). View Stilwell Value LLC’s 13F filings on SEC