Stilwell Value
Stilwell Value reported 24 stocks worth $174M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are Wheeler Real Estate Invt TR (41.0%), KWY (20.1%) and SFBC (10.1%). Compared with Q1 2026, the fund opened new positions in SPCX, added to CPBI and CLST, trimmed FSBW, NECB and BVFL and sold out of IBRX and SRBK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | WHEELER REAL ESTATE INVT TR | $71.4M | 41.0% | 866K | −18K (−2%) | 8 of 8 | |
| 2 |  KWY Kingsway Finl Svcs Inc | $35M | 20.1% | 3.4M | No change | 8 of 8 | |
| 3 |  SFBC Sound Finl Bancorp Inc | $17.7M | 10.1% | 410K | No change | 8 of 8 | |
| 4 |  LSBK Lake Shore Bancorp Inc | $13.8M | 7.9% | 774K | No change | 4 of 8 | |
| 5 |  CPBI Central Plains Bancshares in | $7.7M | 4.4% | 407K | +40K (+11%) | 8 of 8 | |
| 6 | WHEELER REAL ESTATE INVT TR | $7.1M | 4.1% | 710K | −25K (−3%) | 7 of 8 | |
| 7 |  CLST Catalyst Bancorp Inc | $6M | 3.5% | 364K | +82K (+29%) | 8 of 8 | |
| 8 |  FSBW FS Bancorp Inc | $3M | 1.7% | 70K | −2,000 (−3%) | 8 of 8 | |
| 9 |  NECB Northeast Cmnty Bancorp Inc | $2.8M | 1.6% | 100K | −10K (−9%) | 8 of 8 | |
| 10 |  BVFL BV Finl Inc | $1.7M | 1.0% | 80K | −10K (−11%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stilwell Value 13F FAQ
What does Stilwell Value own?
Stilwell Value reported 24 stocks worth $174M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are Wheeler Real Estate Invt TR (41.0%), KWY (20.1%) and SFBC (10.1%). The table above lists every position in the filing (the top 10 without an account).
What did Stilwell Value buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 2 added to, 7 trimmed and 3 sold out. New positions include SPCX. It sold all of IBRX and SRBK.
When will Stilwell Value file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stilwell Value's portfolio worth?
The Q2 2026 filing reports $174M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.