Stilwell Value LLC - Portfolio overview

Stilwell Value LLC has 30 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

  1. WHLRL - WHEELER REAL ESTATE INVT TR, 40.02%
  2. KFS - KINGSWAY FINL SVCS INC, 19.83%
  3. SFBC - SOUND FINL BANCORP INC, 10.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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