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The Analysis of Stilwell Value LLC's Holdings & P&L

Currently, Stilwell Value LLC holds 25 types of securities in its portfolio with a total value $166.9M. In the most recent quarter, they have increased their positions in IBRX (+80.0K shares, valued at $613.6K), AGQ (+4.0K shares, valued at $478.0K), CLST (+27.7K shares, valued at $459.3K); decreased their positions in SRBK (-20.0K shares, valued at $337.6K), WHLRP (-26.0K shares, valued at $180.7K), FSBW (-3.0K shares, valued at $114.8K); initiated new positions in IBRX (+80.0K shares, valued at $613.6K), AGQ (+4.0K shares, valued at $478.0K), N/A (+19.0K shares, valued at $17.6K).

1M P&L

-3.2M-3.41%

3M P&L

-6.4M-6.68%

HY P&L

-3.9M-4.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional53.0M

56.2%

2Auto & Truck Dealerships35.1M

37.2%

3N/A5.6M

5.9%

Top Industries by Stock Count

1Banks - Regional16 stocks

72.7%

2N/A2 stocks

9.1%

3Biotechnology1 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WHEELER REAL ESTATE INVT TR WHEELER REAL ESTATE INVT TR883.2K shares0.00%2026-03-312026-05-06

KFS KINGSWAY FINL SVCS INC3.4M shares0.00%2026-03-312026-05-06

SFBC SOUND FINL BANCORP INC410.0K shares0.00%2026-03-312026-05-06

LSBK LAKE SHORE BANCORP INC773.7K shares0.00%2026-03-312026-05-06

CPBI CENTRAL PLAINS BANCSHARES IN366.9K shares0.00%2026-03-312026-05-06

WHLRP WHEELER REAL ESTATE INVT TR735.5K shares-3.41%2026-03-312026-05-06

CLST CATALYST BANCORP INC282.4K shares10.89%2026-03-312026-05-06

FSBW FS BANCORP INC72.0K shares-3.97%2026-03-312026-05-06

Sponsored

NECB NORTHEAST CMNTY BANCORP INC110.0K shares0.00%2026-03-312026-05-06

BV FINL INC BV FINL INC90.0K shares-5.26%2026-03-312026-05-06

HFBL HOME FED BANCORP INC LA NEW80.0K shares0.00%2026-03-312026-05-06

NBBK NB BANCORP INC65.0K shares0.00%2026-03-312026-05-06

FDSB FIFTH DIST BANCORP INC80.0K shares0.00%2026-03-312026-05-06

AVBC AVIDIA BANCORP INC40.0K shares0.00%2026-03-312026-05-06

MGYR MAGYAR BANCORP INC40.0K shares0.00%2026-03-312026-05-06

IBRX IMMUNITYBIO INC80.0K sharesnew addition2026-03-312026-05-06

Sponsored

AGQ PROSHARES TR II4.0K sharesnew addition2026-03-312026-05-06

SRBK SR BANCORP INC20.0K shares-50.00%2026-03-312026-05-06

ECBK ECB BANCORP INC20.0K shares0.00%2026-03-312026-05-06

PDLB PONCE FINANCIAL GROUP INC20.0K shares0.00%2026-03-312026-05-06

FBLA FB BANCORP INC20.0K shares0.00%2026-03-312026-05-06

MBBC MARATHON BANCORP INC20.0K shares0.00%2026-03-312026-05-06

PFG PRINCIPAL FINANCIAL GROUP IN547 shares0.00%2026-03-312026-05-06

WHEELER REAL ESTATE INVT TR WHEELER REAL ESTATE INVT TR19.0K sharesnew addition2026-03-312026-05-06

Sponsored

MET METLIFE INC60 shares0.00%2026-03-312026-05-06

WHEELER REAL ESTATE INVT TR

0.00%

Shares883.2K

Event2026-03-31

Filed2026-05-06

KFS

KINGSWAY FINL SVCS INC

0.00%

Shares3.4M

Event2026-03-31

Filed2026-05-06

SFBC

SOUND FINL BANCORP INC

0.00%

Shares410.0K

Event2026-03-31

Filed2026-05-06

LSBK

LAKE SHORE BANCORP INC

0.00%

Shares773.7K

Event2026-03-31

Filed2026-05-06

CPBI

CENTRAL PLAINS BANCSHARES IN

0.00%

Shares366.9K

Event2026-03-31

Filed2026-05-06

WHLRP

WHEELER REAL ESTATE INVT TR

-3.41%

Shares735.5K

Event2026-03-31

Filed2026-05-06

CLST

CATALYST BANCORP INC

10.89%

Shares282.4K

Event2026-03-31

Filed2026-05-06

FSBW

FS BANCORP INC

-3.97%

Shares72.0K

Event2026-03-31

Filed2026-05-06

NECB

NORTHEAST CMNTY BANCORP INC

0.00%

Shares110.0K

Event2026-03-31

Filed2026-05-06

BV FINL INC

-5.26%

Shares90.0K

Event2026-03-31

Filed2026-05-06

HFBL

HOME FED BANCORP INC LA NEW

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-06

NBBK

NB BANCORP INC

0.00%

Shares65.0K

Event2026-03-31

Filed2026-05-06

FDSB

FIFTH DIST BANCORP INC

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-06

AVBC

AVIDIA BANCORP INC

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-06

MGYR

MAGYAR BANCORP INC

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-06

IBRX

IMMUNITYBIO INC

New

Shares80.0K

Event2026-03-31

Filed2026-05-06

AGQ

PROSHARES TR II

New

Shares4.0K

Event2026-03-31

Filed2026-05-06

SRBK

SR BANCORP INC

-50.00%

Shares20.0K

Event2026-03-31

Filed2026-05-06

ECBK

ECB BANCORP INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-06

PDLB

PONCE FINANCIAL GROUP INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-06

FBLA

FB BANCORP INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-06

MBBC

MARATHON BANCORP INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-06

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares547

Event2026-03-31

Filed2026-05-06

WHEELER REAL ESTATE INVT TR

New

Shares19.0K

Event2026-03-31

Filed2026-05-06

MET

METLIFE INC

0.00%

Shares60

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available