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STILWELL VALUE LLC

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13F filer, CIK 1397076, NEW YORK, NY

STILWELL VALUE LLC reported $166,855,554 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 95.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001397076-26-000006

Period
2026-03-31
Reported value
$167M
Holdings
25
Top 10 weight
95.13%
New
3
Sold out
2

Part of the filer group STILWELL VALUE LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBRXnew+80,000$614K
AGQnew+4,000$478K
CLSTadded+27,737$459K
WHLRnew+19,029$17.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IF BANCORP INCexited-275,180-$7.42M
SRBKreduced-20,000-$338K
WHEELER REAL ESTATE INVT TRreduced-26,000-$181K
FSBWreduced-2,976-$115K
WHLRexited-57,099-$97.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001397076-26-000006, largest first. % of portfolio is the value over $166,855,554, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WHLRLWHEELER REAL ESTATE INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011,690 shares; 2024Q4: 1,011,690 shares; 2025Q1: 1,011,690 shares; 2025Q2: 951,190 shares; 2025Q3: 950,721 shares; 2025Q4: 883,221 shares; 2026Q1: 883,221 shares 883,221$70.8M42.43%0Timeline
KWYKINGSWAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,325,527 shares; 2024Q4: 6,700,527 shares; 2025Q1: 5,700,527 shares; 2025Q2: 5,539,306 shares; 2025Q3: 5,299,877 shares; 2025Q4: 3,363,450 shares; 2026Q1: 3,363,450 shares 3,363,450$35.1M21.02%0Timeline
SFBCSOUND FINL BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,019 shares; 2024Q4: 410,019 shares; 2025Q1: 410,019 shares; 2025Q2: 410,019 shares; 2025Q3: 410,019 shares; 2025Q4: 410,019 shares; 2026Q1: 410,019 shares 410,019$17.9M10.74%0Timeline
LSBKLAKE SHORE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738,675 shares; 2025Q4: 773,675 shares; 2026Q1: 773,675 shares 773,675$11.7M7.04%0Timeline
CPBICENTRAL PLAINS BANCSHARES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 307,301 shares; 2025Q1: 311,899 shares; 2025Q2: 362,475 shares; 2025Q3: 366,901 shares; 2025Q4: 366,901 shares; 2026Q1: 366,901 shares 366,901$6.28M3.76%0Timeline
WHEELER REAL ESTATE INVT TRWHEELER REAL ESTATE INVT TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 817,085 shares; 2025Q1: 808,377 shares; 2025Q2: 793,332 shares; 2025Q3: 789,466 shares; 2025Q4: 761,466 shares; 2026Q1: 735,466 shares 735,466$5.11M3.06%-26,000
CLSTCATALYST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,991 shares; 2024Q4: 39,991 shares; 2025Q1: 39,991 shares; 2025Q2: 77,937 shares; 2025Q3: 117,547 shares; 2025Q4: 254,697 shares; 2026Q1: 282,434 shares 282,434$4.68M2.8%+27,737Timeline
FSBWFS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,000 shares; 2024Q4: 78,000 shares; 2025Q1: 78,000 shares; 2025Q2: 78,000 shares; 2025Q3: 78,000 shares; 2025Q4: 74,976 shares; 2026Q1: 72,000 shares 72,000$2.78M1.67%-2,976Timeline
NECBNORTHEAST CMNTY BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares; 2025Q3: 110,000 shares; 2025Q4: 110,000 shares; 2026Q1: 110,000 shares 110,000$2.62M1.57%0Timeline
BVFLBV FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,090 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 95,000 shares; 2026Q1: 90,000 shares 90,000$1.72M1.03%-5,000Timeline
HFBLHOME FED BANCORP INC LA NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000$1.38M0.83%0Timeline
NBBKNB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 65,000 shares; 2026Q1: 65,000 shares 65,000$1.37M0.82%0Timeline
FDSBFIFTH DIST BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,632 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000$1.19M0.71%0Timeline
AVBCAVIDIA BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000$787K0.47%0Timeline
MGYRMAGYAR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000$692K0.41%0Timeline
IBRXIMMUNITYBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,000 shares 80,000$614K0.37%newTimeline
AGQPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000$478K0.29%newTimeline
SRBKSR BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 20,000 shares 20,000$338K0.2%-20,000Timeline
ECBKECB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$335K0.2%0Timeline
PDLBPONCE FINANCIAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$334K0.2%0Timeline
FBLAFB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$275K0.16%0Timeline
MBBCMARATHON BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$271K0.16%0Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 547 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547$49.3K0.03%0Timeline
WHLRWHEELER REAL ESTATE INVT TR INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,029 shares 19,029$17.6K0.01%newTimeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$4.24K<0.01%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IF BANCORP INCIF BANCORP INC275,180$7.42Mshares
WHLRWHEELER REAL ESTATE INVT TR57,099$97.1Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001397076-26-000006 base2026-05-06acceptance time not in the bulk data set