1y return−20.7%S&P 500 +20.9%
3y return+60.5%S&P 500 +68.5%
5y return+98.1%S&P 500 +74.5%
10y return+257.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $357 against $357 in the S&P 500.2
Stilwell Value LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Wheeler Real Estate Invt TrCUSIP 963025804 | $71.4M | 41.0% | −2.0% |
| KWYKingsway Corp | $35.0M | 20.1% | |
| SFBCSound Finl Bancorp Inc | $17.7M | 10.1% | |
| LSBKLake Shore Bancorp Inc | $13.8M | 7.9% | |
| CPBICentral Plains Bancshares In | $7.7M | 4.4% | +10.9% |
| Wheeler Real Estate Invt TrCUSIP 963025309 | $7.1M | 4.1% | −3.4% |
| CLSTCatalyst Bancorp Inc | $6.0M | 3.4% | +28.9% |
| FSBWFs Bancorp Inc | $3.0M | 1.7% | −2.8% |
| NECBNortheast Cmnty Bancorp Inc | $2.8M | 1.6% | −9.1% |
| BVFLBv Finl Inc | $1.7M | 1.0% | −11.1% |
| HFBLHome Fed Bancorp Inc La New | $1.7M | 1.0% | |
| FDSBFifth Dist Bancorp Inc | $1.3M | 0.7% | |
| NBBKNb Bancorp Inc | $1.1M | 0.6% | −23.1% |
| SPCXSpace Exploration Techn Corp | $854K | 0.5% | New |
| AVBCAvidia Bancorp Inc | $735K | 0.4% | −12.5% |
| MGYRMagyar Bancorp Inc | $698K | 0.4% | |
| ECBKEcb Bancorp Inc | $402K | 0.2% | |
| PDLBPonce Financial Group Inc | $399K | 0.2% | |
| MBBCMarathon Bancorp Inc | $306K | 0.2% | |
| FBLAFb Bancorp Inc | $301K | 0.2% | |
| AGQProshares Tr II | $272K | 0.2% | |
| PFGPrincipal Financial Group In | $59K | 0.0% | |
| METMetlife Inc | $5,077 | 0.0% | |
| Wheeler Real Estate Invt TrCUSIP 963025747 | $1,979 | 0.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| KWYKingsway Corp | June 30, 2020 | +365.6% | $35.0M |
| PFGPrincipal Financial Group In | June 30, 2020 | +159.5% | $59K |
| NECBNortheast Cmnty Bancorp Inc | September 30, 2021 | +154.7% | $2.8M |
| Wheeler Real Estate Invt TrCUSIP 963025804 | March 31, 2023 | +152.3% | $71.4M |
| METMetlife Inc | June 30, 2020 | +131.7% | $5,077 |
| FSBWFs Bancorp Inc | June 30, 2020 | +125.0% | $3.0M |
| BVFLBv Finl Inc | September 30, 2023 | +110.1% | $1.7M |
| PDLBPonce Financial Group Inc | March 31, 2022 | +92.1% | $399K |
| CPBICentral Plains Bancshares In | December 31, 2023 | +86.6% | $7.7M |
| SFBCSound Finl Bancorp Inc | June 30, 2020 | +78.6% | $17.7M |
Sold off last quarter
- IBRXImmunitybio Inc was $614K
- SRBKSr Bancorp Inc was $338K
- Wheeler Real Estate Invt TrCUSIP 963025762 was $18K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | −8.0% | −4.6% |
| December 31, 2025 | −11.5% | +2.4% |
| September 30, 2025 | −9.9% | +7.8% |
| June 30, 2025 | +11.1% | +10.5% |
| March 31, 2025 | +34.9% | −4.6% |
| December 31, 2024 | −4.9% | +2.1% |
| September 30, 2024 | +19.0% | +5.4% |
| June 30, 2024 | +4.2% | +4.0% |
| March 31, 2024 | +0.2% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | +4.2% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +1.2% | +7.0% |
| December 31, 2022 | +9.0% | +7.1% |
| September 30, 2022 | +4.7% | −5.3% |
| June 30, 2022 | −2.7% | −16.5% |
| March 31, 2022 | −0.8% | −4.9% |
| December 31, 2021 | +1.8% | +10.7% |
| September 30, 2021 | +4.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stilwell Value LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1397076&type=13F-HR&dateb=&owner=include&count=40CIK 1397076
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1397076/000139707626000014/Filed August 7, 2026 · accession 0001397076-26-000014