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Stilwell Value LLC

Q1 2026 · 13F-HR

Stilwell Value LLCholdings as filed

Filed 2026-05-06 · accession 0001397076-26-000006

$166.9M
Reported value
25
Positions
2026-03-31
Period end
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The Brief · Stilwell Value LLC · Q1 2026

AI · grounded in 13F

Stilwell Value LLC closed its position in IROQ, reducing exposure by $7.4M. The fund established new positions in IBRX for $613,600 and AGQ for $478,040. Additionally, the fund increased its stake in CLST by 10.89% and reduced its holding in SRBK by 50%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
963025804WHLR 7 12/31/31WHEELER REAL ESTATE INVT TR$70.8M42.4%883,221CommonSOLE
496904202KFSKINGSWAY FINL SVCS INC$35.1M21.0%3,363,450CommonSOLE
83607A100SFBCSOUND FINL BANCORP INC$17.9M10.7%410,019CommonSOLE
510704109LSBKLAKE SHORE BANCORP INC$11.7M7.04%773,675CommonSOLE
15486W100CPBICENTRAL PLAINS BANCSHARES IN$6.3M3.76%366,901CommonSOLE
963025309WHLR 9 PERP BWHEELER REAL ESTATE INVT TR$5.1M3.06%735,466CommonSOLE
14888L101CLSTCATALYST BANCORP INC$4.7M2.80%282,434CommonSOLE
30263Y104FSBWFS BANCORP INC$2.8M1.67%72,000CommonSOLE
664121100NECBNORTHEAST CMNTY BANCORP INC$2.6M1.57%110,000CommonSOLE
05603E208BVFLBV FINL INC$1.7M1.03%90,000CommonSOLE
43708L108HFBLHOME FED BANCORP INC LA NEW$1.4M0.83%80,000CommonSOLE
63945M107NBBKNB BANCORP INC$1.4M0.82%65,000CommonSOLE
316926104FDSBFIFTH DIST BANCORP INC$1.2M0.71%80,000CommonSOLE
05369T100AVBCAVIDIA BANCORP INC$786,8000.47%40,000CommonSOLE
55977T208MGYRMAGYAR BANCORP INC$692,4000.41%40,000CommonSOLE
45256X103IBRXIMMUNITYBIO INC$613,6000.37%80,000CommonSOLE
74347W353AGQPROSHARES TR II$478,0400.29%4,000CommonSOLE
85227J106SRBKSR BANCORP INC$337,6000.20%20,000CommonSOLE
26828M106ECBKECB BANCORP INC$334,6000.20%20,000CommonSOLE
732344106PDLBPONCE FINANCIAL GROUP INC$334,2000.20%20,000CommonSOLE
31425A109FBLAFB BANCORP INC$274,8000.16%20,000CommonSOLE
565759206MBBCMARATHON BANCORP INC$270,6000.16%20,000CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$49,2900.03%547CommonSOLE
963025762WHLRWHEELER REAL ESTATE INVT TR$17,6150.01%19,029CommonSOLE
59156R108METMETLIFE INC$4,2430.00%60CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.