SJ
Stilwell Joseph Historical SEC 13F Holdings & Archive (Q4 2014)
Stilwell JosephCIK: 0001113303
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$173.9M
Reporting period: 2014-12-31 · Number of holdings: 73
STILWELL JOSEPH disclosed 73 holdings in its latest 13F filing for the period ending 2014-12-31, with total reported value of $173.9M and a quarterly turnover rate of 29.2%.
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Personality snowflake
- Concentration
- 18.36
- Portfolio Stability
- 29.21
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 100
- Sizing Uniformity
- 87.73
Sector classification currently covers about 9% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim KWY
0.0% -$2.6M
Trim 90984R101
-4.0% -$368.0K
Add 510700107
+83.2% $972.0K
Trim 664112109
-1.3% $235.0K
Add FFIN
0.0% $2.4M
Trim 730206109
0.0% -$49.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 54 holdings (of 73 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KWY | Kingsway CORP | Stock-Other | 11.52% | -3.12% | — | |
| 2 | FFIN | First Financial Bankshares, Inc. | Stock-Financials | 9.12% | +0.43% | — | |
| 3 | PROV | Provident Financial Hldgs | Stock-Other | 6.11% | -0.34% | +2.51% | |
| 4 | ✓ | Northeast Community Bancorp Inc | Stock-Other | 5.04% | -0.47% | -1.33% | |
| 5 | HFBC | Hopfed Bancorp Inc | Stock-Other | 5.04% | -0.16% | -1.43% | |
| 6 | MLVFUSD | Malvern Bancorp Inc | Stock-Other | 4.49% | -0.26% | — | |
| 7 | ✓ | Anchor Bancorp Wis Inc Del | Stock-Other | 4.15% | +4.15% | NEW | |
| 8 | IROQ | If Bancorp Inc | Stock-Other | 3.80% | -0.39% | +0.99% | |
| 9 | ✓ | Naugatuck Vy Finl CORP Md | Stock-Other | 3.35% | -0.08% | — | |
| 10 | ✓ | Poage Bankshares, Inc. | Stock-Other | 3.20% | -0.43% | — | |
| 11 | ✓ | United Community Bancorp | Stock-Other | 3.00% | -0.60% | -4.02% | |
| 12 | ✓ | Anchor Bancorp Wa | Stock-Other | 2.95% | +2.95% | NEW | |
| 13 | ✓ | Wolverine Bancorp Inc | Stock-Other | 2.84% | -0.16% | — | |
| 14 | ✓ | Colonial Financial Services, Inc. | Stock-Other | 2.77% | -0.32% | — | |
| 15 | SFBC | Sound Financial Bancorp Inc | Stock-Other | 2.60% | -0.16% | — | |
| 16 | ✓ | Hamilton Bancorp Inc. | Stock-Other | 2.36% | -0.36% | — | |
| 17 | ✓ | Jacksonville Bancorp, Inc. (IL) | Stock-Other | 2.15% | +0.09% | +13.68% | |
| 18 | ENFCUSD | Entegra Financial CORP | Stock-Other | 1.96% | +1.96% | NEW | |
| 19 | WSBF | Waterstone Financial Inc | Stock-Other | 1.95% | +0.02% | — | |
| 20 | ✓ | Wayne Savings Bancshares Inc | Stock-Other | 1.90% | -0.18% | -5.74% | |
| 21 | ✓ | Polonia Bancorp, Inc. | Stock-Other | 1.73% | -0.30% | -5.89% | |
| 22 | CBFV | Cb Financial Services Inc | Stock-Other | 1.71% | +1.71% | NEW | |
| 23 | ✓ | Georgetown Bancorp, Inc. | Stock-Other | 1.32% | -0.14% | — | |
| 24 | FSBW | Fs Bancorp Inc | Stock-Other | 1.26% | -0.07% | — | |
| 25 | HTB | Hometrust Bancshares Inc | Stock-Other | 1.15% | +0.02% | — | |
| 26 | ✓ | Stock-Other | 1.13% | +0.48% | +83.15% | ||
| 27 | OFED | Oconee Federal Financial Cor | Stock-Other | 1.12% | -0.07% | -2.50% | |
| 28 | MFIN | Medallion Financial CORP | Stock-Other | 1.11% | +0.32% | +83.46% | |
| 29 | ISBCUSD | Investors Bancorp Inc | Stock-Other | 1.03% | -0.02% | — | |
| 30 | WBBW | Westbury Bancorp Inc | Stock-Other | 0.85% | -0.02% | — | |
| 31 | ✓ | Simplicity Bancorp Inc | Stock-Other | 0.84% | +0.84% | NEW | |
| 32 | HFBL | Home Federal Bancorp Inc/la | Stock-Other | 0.79% | -0.08% | — | |
| 33 | ✓ | 1347 Ppty Ins Hldgs Inc | Stock-Other | 0.71% | — | — | |
| 34 | ✓ | Wellesley Bancorp. | Stock-Other | 0.61% | — | -2.48% | |
| 35 | FBP | First Bancorp Puerto Rico | Stock-Other | 0.61% | +0.61% | NEW | |
| 36 | ✓ | Cheviot Finl CORP New Com | Stock-Other | 0.49% | — | — | |
| 37 | ✓ | Blue Hills Bancorp Inc | Stock-Other | 0.47% | +0.47% | NEW | |
| 38 | ✓ | First Fed Northn Mich Bancor | Stock-Other | 0.43% | +0.01% | +12.41% | |
| 39 | ✓ | Msb Financial Corporation | Stock-Other | 0.37% | +0.03% | — | |
| 40 | ✓ | First Savings Finl Group Inc | Stock-Other | 0.30% | +0.30% | NEW | |
| 41 | ✓ | Sunshine Bancorp Inc | Stock-Other | 0.30% | +0.30% | NEW | |
| 42 | ✓ | Essa Bancorp Inc | Stock-Other | 0.24% | -0.02% | — | |
| 43 | ✓ | Psb Hldgs Inc | Stock-Other | 0.24% | -0.01% | — | |
| 44 | ✓ | Melrose Bancorp Inc | Stock-Other | 0.23% | +0.23% | NEW | |
| 45 | ✓ | River Vy Bancorp | Stock-Other | 0.15% | — | — | |
| 46 | ✓ | Coastway Bancorp Inc | Stock-Other | 0.13% | — | — | |
| 47 | EBSB | Meridian Bancorp Inc | Stock-Other | 0.11% | +0.11% | NEW | |
| 48 | BPOP | Popular Inc | Stock-Financials | 0.10% | +0.10% | NEW | |
| 49 | ✓ | Clifton Savings | Stock-Other | 0.05% | — | — | |
| 50 | ✓ | Stewardship Finl CORP | Stock-Other | 0.04% | — | — |
1–50 of 54
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Stilwell Joseph's most significant position changes for 2014-12-31: New buy: Anchor Bancorp Wis Inc Del; Sold out: Anchor; New buy: Anchor Bancorp Wa; Sold out: FedFirst Financial Corporation; New buy: Entegra Financial CORP (ENFCUSD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +0.5% | +83.15% | Add | |
| 2 | FFIN | First Financial Bankshares, Inc. | +0.4% | — | Unchanged |
| 3 | MFIN | Medallion Financial CORP | +0.3% | +83.46% | Add |
| 4 | ✓ | Jacksonville Bancorp, Inc. (IL) | +0.1% | +13.68% | Add |
| 5 | ✓ | Msb Financial Corporation | 0% | — | Unchanged |
| 6 | WSBF | Waterstone Financial Inc | 0% | — | Unchanged |
| 7 | HTB | Hometrust Bancshares Inc | 0% | — | Unchanged |
| 8 | ✓ | First Fed Northn Mich Bancor | 0% | +12.41% | Add |
| 9 | ✓ | Magyar Bancorp Inc Com | 0% | +53.49% | Add |
| 10 | ✓ | Cheviot Finl CORP New Com | — | — | Unchanged |
| 11 | ✓ | Psb Hldgs Inc | 0% | — | Unchanged |
| 12 | ISBCUSD | Investors Bancorp Inc | 0% | — | Unchanged |
| 13 | WBBW | Westbury Bancorp Inc | 0% | — | Unchanged |
| 14 | ✓ | Essa Bancorp Inc | 0% | — | Unchanged |
| 15 | FSBW | Fs Bancorp Inc | -0.1% | — | Unchanged |
| 16 | OFED | Oconee Federal Financial Cor | -0.1% | -2.50% | Trim |
| 17 | ✓ | Naugatuck Vy Finl CORP Md | -0.1% | — | Unchanged |
| 18 | HFBL | Home Federal Bancorp Inc/la | -0.1% | — | Unchanged |
| 19 | ✓ | Georgetown Bancorp, Inc. | -0.1% | — | Unchanged |
| 20 | HFBC | Hopfed Bancorp Inc | -0.2% | -1.43% | Trim |
| 21 | ✓ | Wolverine Bancorp Inc | -0.2% | — | Unchanged |
| 22 | SFBC | Sound Financial Bancorp Inc | -0.2% | — | Unchanged |
| 23 | ✓ | Wayne Savings Bancshares Inc | -0.2% | -5.74% | Trim |
| 24 | MLVFUSD | Malvern Bancorp Inc | -0.3% | — | Unchanged |
| 25 | ✓ | Polonia Bancorp, Inc. | -0.3% | -5.89% | Trim |
| 26 | ✓ | Colonial Financial Services, Inc. | -0.3% | — | Unchanged |
| 27 | PROV | Provident Financial Hldgs | -0.3% | +2.51% | Add |
| 28 | ✓ | Hamilton Bancorp Inc. | -0.4% | — | Unchanged |
| 29 | IROQ | If Bancorp Inc | -0.4% | +0.99% | Add |
| 30 | ✓ | Poage Bankshares, Inc. | -0.4% | — | Unchanged |
| 31 | ✓ | Northeast Community Bancorp Inc | -0.5% | -1.33% | Trim |
| 32 | ✓ | United Community Bancorp | -0.6% | -4.02% | Trim |
| 33 | KWY | Kingsway CORP | -3.1% | — | Unchanged |
| 34 | ✓ | Anchor Bancorp Wis Inc Del | — | NEW | New buy |
| 35 | ✓ | Anchor | — | EXIT | Sold out |
| 36 | ✓ | Anchor Bancorp Wa | — | NEW | New buy |
| 37 | ✓ | FedFirst Financial Corporation | — | EXIT | Sold out |
| 38 | ENFCUSD | Entegra Financial CORP | — | NEW | New buy |
| 39 | CBFV | Cb Financial Services Inc | — | NEW | New buy |
| 40 | ✓ | Simplicity Bancorp Inc | — | NEW | New buy |
| 41 | FBP | First Bancorp Puerto Rico | — | NEW | New buy |
| 42 | ✓ | Blue Hills Bancorp Inc | — | NEW | New buy |
| 43 | ✓ | First Savings Finl Group Inc | — | NEW | New buy |
| 44 | ✓ | Sunshine Bancorp Inc | — | NEW | New buy |
| 45 | FSFG | First Savings Financial Grp | — | EXIT | Sold out |
| 46 | ✓ | Melrose Bancorp Inc | — | NEW | New buy |
| 47 | ✓ | Hampden Bancorp | — | EXIT | Sold out |
| 48 | PFIS | Peoples Financial Corp/miss | — | EXIT | Sold out |
| 49 | EBSB | Meridian Bancorp Inc | — | NEW | New buy |
| 50 | BPOP | Popular Inc | — | NEW | New buy |
Filing History
FAQ
What is Stilwell Joseph and what type of investor is it?
Stilwell Joseph is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2014-12-31), the firm manages a tracked equity portfolio valued at approximately $173.9M, spread across 73 disclosed positions.
What are Stilwell Joseph's largest equity positions?
Based on the latest 13F filing, Stilwell Joseph's top holdings by market value are:
1. Kingsway CORP (KWY) — $20.0M (11.5%)
2. First Financial Bankshares, Inc. (FFIN) — $15.9M (9.1%)
3. Provident Financial Hldgs (PROV) — $10.6M (6.1%)
4. Northeast Community Bancorp Inc — $8.8M (5.0%)
5. Hopfed Bancorp Inc (HFBC) — $8.8M (5.0%)
What changes did Stilwell Joseph make in its most recent portfolio filing?
In the latest reported quarter, Stilwell Joseph made 30 notable position adjustments: 12 new positions were initiated, 7 existing holdings were added to, 6 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Anchor Bancorp Wis Inc Del; Sold out: Anchor; New buy: Anchor Bancorp Wa; Sold out: FedFirst Financial Corporation; New buy: Entegra Financial CORP (ENFCUSD)
What sectors does Stilwell Joseph focus on?
Stilwell Joseph is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 100.0%
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Stilwell Joseph's portfolio is broadly diversified and moderately active, with 100.0% of the portfolio concentrated in Financials.
It has added to its 510700107 position over the past two quarters (+$1.0M, now $2.0M), while trimming Polonia Bancorp, Inc. over the same stretch (-$209.0K, still holding $3.0M).
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