The Analysis of STILWELL JOSEPH's Holdings


Currently, STILWELL JOSEPH holds 6 types of securities in its portfolio with a total value $75.1M. In the most recent quarter, they have increased their positions in LSBK (+773.7K shares, valued at $12.0M), IROQ (+245.2K shares, valued at $6.7M), CLST (+260.0K shares, valued at $4.0M); decreased their positions in KFS (-1.8M shares, valued at $22.4M), IROQ (-425.1K shares, valued at $11.3M); initiated new positions in LSBK (+773.7K shares, valued at $12.0M), IROQ (+245.2K shares, valued at $6.7M), CLST (+260.0K shares, valued at $4.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares β–³%Event DateReport DateHistory
KFS 3.7M shares-32.22%2025-12-172025-12-19history
LSBK 773.7K sharesnew addition2026-02-172026-02-18history
IROQ 245.2K sharesnew addition2026-01-142026-01-16history
IROQ 348.6K shares-54.94%2026-04-092026-04-13history
CLST 260.0K sharesnew addition2026-01-082026-01-12history
PFBX 738.1K shares6.80%2026-03-062026-03-10history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
STILWELL JOSEPH Institutional Holdings & Portfolio β€” TradeFomo