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CIK: 0001397076
Total reported value
$174.4M
$174.4M
32 檔
98.2%
According to the latest 13F quarterly dataset, Stilwell Value LLC managed an equity portfolio of $174.4M at the end of Q4 2024, spanning 32 distinct U.S. exchange-listed positions.
During Q4 2024, Stilwell Value LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WHLR 7 12-31-31Bond | Wheeler Reit Inc | Bond | 33.88% | -1.47% | — | |
| 2 | KWY | Kingsway CORP | Stock-Other | 28.25% | -0.92% | -8.53% | |
| 3 | SFBC | Sound Financial Bancorp Inc | Stock-Other | 10.88% | -0.60% | — | |
| 4 | PFS | Provident Financial Services, Inc. | Stock-Other | 9.80% | — | -2.85% | |
| 5 | IROQ | If Bancorp Inc | Stock-Other | 3.42% | — | +11.11% | |
| 6 | CPBI | Central Plains Bancshares In | Stock-Other | 2.32% | +0.68% | +1436.51% | |
| 7 | FSBW | Fs Bancorp Inc | Stock-Other | 1.61% | +0.07% | -32.17% | |
| 8 | NECB | Northeast Community Bancorp | Stock-Other | 1.36% | +0.02% | -21.43% | |
| 9 | WHLR 9 PERP BBond | Wheeler Reit Inc | Bond | 1.26% | +1.01% | — | |
| 10 | BVFL | BV Financial Inc | Stock-Other | 0.87% | -0.06% | -34.68% | |
| 11 | ✓ | Stock-Other | 0.84% | — | — | ||
| 12 | NBBK | Nb Bancorp Inc | Stock-Other | 0.73% | -0.21% | — | |
| 13 | FSFG | First Savings Financial Grp | Stock-Other | 0.70% | — | -12.50% | |
| 14 | GBNY | Generations Bancorp Ny Inc | Stock-Other | 0.61% | — | -64.10% | |
| 15 | FDSB | Fifth District Bancorp Inc | Stock-Other | 0.51% | +0.03% | +87.65% | |
| 16 | HFBL | Home Federal Bancorp Inc/la | Stock-Other | 0.51% | +0.13% | — | |
| 17 | MGYR | Magyar Bancorp Inc | Stock-Other | 0.29% | -0.02% | — | |
| 18 | BCOW | 1895 Bancorp Of Wisconsin In | Stock-Other | 0.25% | — | — | |
| 19 | ✓ | Essa Bancorp Inc | Stock-Other | 0.25% | — | — | |
| 20 | SRBK | Sr Bancorp Inc | Stock-Other | 0.24% | -0.20% | EXIT | |
| 21 | CLST | Catalyst Bancorp Inc | Stock-Other | 0.24% | +0.65% | — | |
| 22 | RMBI | Richmond Mutual Bancorporati | Stock-Other | 0.21% | — | — | |
| 23 | PBBK | Pb Bankshares Inc | Stock-Other | 0.21% | — | — | |
| 24 | PDLB | Ponce Financial Group Inc | Stock-Other | 0.20% | +0.03% | — | |
| 25 | 1S4 | Harborone Bancorp Inc | Stock-Other | 0.17% | — | — | |
| 26 | ECBK | Ecb Bancorp Inc | Stock-Other | 0.15% | +0.03% | — | |
| 27 | FBLA | Fb Bancorp Inc | Stock-Other | 0.12% | +0.01% | — | |
| 28 | ✓ | Wheeler Real Estate Invt Tr | Stock-Other | 0.08% | — | — | |
| 29 | ✓ | Cfsb Bancorp Inc Com | Stock-Other | 0.03% | — | — | |
| 30 | PFG | Principal Financial Group | Stock-Financials | 0.02% | — | — | |
| 31 | MET | Metlife Inc | Stock-Financials | — | — | — | |
| 32 | ✓ | Stock-Other | — | — | — |
According to official SEC Form 13F filings, Stilwell Value LLC reported a total U.S. public equity portfolio value of $174.4M across 32 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including WHLR 7 12-31-31, KWY, SFBC) accounted for 98.2% of total reported equity market value during Q4 2024.
During Q4 2024, Stilwell Value LLC's top holdings by market value included WHLR 7 12-31-31 (33.9%)、KWY (28.3%)、SFBC (10.9%). The largest single position, WHLR 7 12-31-31, represented 33.9% of total portfolio value.
In Q4 2024, Stilwell Value LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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