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CIK: 0001397076
Total reported value
$174.4M
$174.4M
24 檔
87.6%
In Q4 2025, Stilwell Value LLC's U.S. equity holdings reached a combined market value of $174.4M, distributed across 24 disclosed stock positions.
In Q4 2025, Stilwell Value LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including WHLR 7 12-31-31, KWY, SFBC) accounted for 87.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WHLR 7 12-31-31Bond | Wheeler Reit Inc | Bond | 39.03% | -1.47% | -7.10% | |
| 2 | KWY | Kingsway CORP | Stock-Other | 24.94% | -0.92% | -36.54% | |
| 3 | SFBC | Sound Financial Bancorp Inc | Stock-Other | 9.86% | -0.60% | — | |
| 4 | LSBK | Lake Shore Bancorp Inc/md | Stock-Other | 6.25% | +0.86% | +4.74% | |
| 5 | IROQ | If Bancorp Inc | Stock-Other | 4.09% | — | -7.47% | |
| 6 | CPBI | Central Plains Bancshares In | Stock-Other | 3.42% | +0.68% | — | |
| 7 | CLST | Catalyst Bancorp Inc | Stock-Other | 2.21% | +0.65% | +116.68% | |
| 8 | WHLR 9 PERP BBond | Wheeler Reit Inc | Bond | 2.18% | +1.01% | -3.55% | |
| 9 | FSBW | Fs Bancorp Inc | Stock-Other | 1.70% | +0.07% | -3.88% | |
| 10 | NECB | Northeast Community Bancorp | Stock-Other | 1.37% | +0.02% | — | |
| 11 | BVFL | BV Financial Inc | Stock-Other | 0.95% | -0.06% | -5.00% | |
| 12 | HFBL | Home Federal Bancorp Inc/la | Stock-Other | 0.79% | +0.13% | — | |
| 13 | NBBK | Nb Bancorp Inc | Stock-Other | 0.71% | -0.21% | -18.75% | |
| 14 | FDSB | Fifth District Bancorp Inc | Stock-Other | 0.66% | +0.03% | — | |
| 15 | MGYR | Magyar Bancorp Inc | Stock-Other | 0.38% | -0.02% | — | |
| 16 | AVBC | Avidia Bancorp Inc | Stock-Other | 0.37% | -0.05% | — | |
| 17 | SRBK | Sr Bancorp Inc | Stock-Other | 0.35% | -0.20% | EXIT | |
| 18 | ECBK | Ecb Bancorp Inc | Stock-Other | 0.19% | +0.03% | — | |
| 19 | PDLB | Ponce Financial Group Inc | Stock-Other | 0.18% | +0.03% | — | |
| 20 | FBLA | Fb Bancorp Inc | Stock-Other | 0.14% | +0.01% | — | |
| 21 | MBBC | Marathon Bancorp Inc | Stock-Other | 0.13% | +0.02% | — | |
| 22 | ✓ | Stock-Other | 0.05% | — | — | ||
| 23 | PFG | Principal Financial Group | Stock-Financials | 0.03% | — | — | |
| 24 | MET | Metlife Inc | Stock-Financials | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WHLR 7 12-31-31Bond | Wheeler Reit Inc | +7.5% | -7.10% | Trim |
| 2 | LSBK | Lake Shore Bancorp Inc/md | +2% | +4.74% | Add |
| 3 | CLST | Catalyst Bancorp Inc | +1.5% | +116.68% | Add |
| 4 | SFBC | Sound Financial Bancorp Inc | +1.5% | — | Unchanged |
| 5 | CPBI | Central Plains Bancshares In | +0.8% | — | Unchanged |
| 6 | WHLR 9 PERP BBond | Wheeler Reit Inc | +0.7% | -3.55% | Trim |
| 7 | IROQ | If Bancorp Inc | +0.7% | -7.47% | Trim |
| 8 | NECB | Northeast Community Bancorp | +0.4% | — | Unchanged |
| 9 | FSBW | Fs Bancorp Inc | +0.3% | -3.88% | Trim |
| 10 | HFBL | Home Federal Bancorp Inc/la | +0.3% | — | Unchanged |
| 11 | BVFL | BV Financial Inc | +0.2% | -5.00% | Trim |
| 12 | FDSB | Fifth District Bancorp Inc | +0.2% | — | Unchanged |
| 13 | AVBC | Avidia Bancorp Inc | +0.1% | — | Unchanged |
| 14 | NBBK | Nb Bancorp Inc | +0.1% | -18.75% | Trim |
| 15 | SRBK | Sr Bancorp Inc | +0.1% | — | Unchanged |
| 16 | MGYR | Magyar Bancorp Inc | +0.1% | — | Unchanged |
| 17 | PDLB | Ponce Financial Group Inc | +0.1% | — | Unchanged |
| 18 | ECBK | Ecb Bancorp Inc | +0.1% | — | Unchanged |
| 19 | MBBC | Marathon Bancorp Inc | 0% | — | Unchanged |
| 20 | FBLA | Fb Bancorp Inc | 0% | — | Unchanged |
| 21 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 22 | MET | Metlife Inc | — | — | Unchanged |
| 23 | KWY | Kingsway CORP | -9.3% | -36.54% | Trim |
| 24 | ✓ | Spdr S&P 500 Etf Tr Put Option | — | EXIT | Sold out |
| 25 | FSFG | First Savings Financial Grp | — | EXIT | Sold out |
| 26 | ✓ | Wheeler Real Estate Invt Tr | — | EXIT | Sold out |
| 27 | PBBK | Pb Bankshares Inc | — | EXIT | Sold out |
| 28 | RMBI | Richmond Mutual Bancorporati | — | EXIT | Sold out |
| 29 | AGQ | Proshares Ultra Silver | — | EXIT | Sold out |
| 30 | WSBK | Winchester Bancorp Inc | — | EXIT | Sold out |
| 31 | ✓ | Cfsb Bancorp Inc Com | — | EXIT | Sold out |
| 32 | ✓ | — | NEW | New buy |
According to official SEC Form 13F filings, Stilwell Value LLC reported a total U.S. public equity portfolio value of $174.4M across 24 disclosed positions in Q4 2025.
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Top New Position Initiated
市值: $97.1K
Top Position Liquidated / Trimmed
Spdr S&P 500 Etf Tr Put Option
前期市值: $13.3M
During Q4 2025, Stilwell Value LLC's top holdings by market value included WHLR 7 12-31-31 (39.0%)、KWY (24.9%)、SFBC (9.9%). The largest single position, WHLR 7 12-31-31, represented 39.0% of total portfolio value.
In Q4 2025, Stilwell Value LLC made 18 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 7 holdings, and fully liquidating 8 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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