TipRanks
Go Ultimate55% OFF

Stilwell Value Llc - Joseph David Stilwell

18 Followers

Stilwell Value Llc Portfolio Activity as reported in the most recent 13F form, for the period ending Jun 30, 2026

Stilwell Value Llc Portfolio Activity

KWY
Kingsway Corporation
Not ChangedFinancial$10.96($9.80-$12.13)0.00%35.05M20.10%
SFBC
Sound Financial Bancorp
Not ChangedFinancial$43.98($40.95-$47.00)0.00%17.68M10.09%
LSBK
Lake Shore Bancorp
Not ChangedFinancial$16.34($15.13-$17.56)0.00%13.78M7.86%
CPBI
Central Plains Bancshares, Inc.
AddedFinancial$18.08($17.17-$18.99)+10.89%7.74M4.44%
CLST
Catalyst Bancorp
AddedFinancial$17.00($15.85-$18.16)+28.91%6.01M3.45%
FSBW
FS Bancorp
ReducedFinancial$40.54($37.64-$43.44)-2.78%3.04M1.73%
NECB
Northeast Community Bancorp
ReducedFinancial$25.97($23.00-$28.94)-9.09%2.77M1.56%
BVFL
BV Financial, Inc.
ReducedFinancial$19.69($17.20-$22.17)-11.11%1.69M0.97%
HFBL
Home Federal Bancorp Of Louisiana
Not ChangedFinancial$19.22($17.45-$20.99)0.00%1.68M0.96%
FDSB
Fifth District Bancorp, Inc.
Not ChangedGeneral$15.45($14.66-$16.24)0.00%1.30M0.74%

Measured Performance

Stilwell Value LlcAverage Hedge Fund PortfolioS&P 500-100%0%100%200%300%2016201720192021202320252026

Stilwell Value Llc activity FAQ

What is Stilwell Value Llc’s portfolio gain since Jan 2016?
Stilwell Value Llc’s portfolio gain since Jan 2016 was -99.17%.
What is Stilwell Value Llc’s Sharpe Ratio?
Stilwell Value Llc’s Sharpe Ratio is -0.49.
What is Stilwell Value Llc’s 13F portfolio value?
The value of Stilwell Value Llc’s holdings disclosed in its most recent 13F filing is $174.35M.
What is Stilwell Value Llc’s average return since the fund’s last 13F filing?
Stilwell Value Llc’s average return since the fund’s last 13F filing is 0.42%.
What was Stilwell Value Llc’s average return in the last 12 months?
Stilwell Value Llc’s average return in the last 12 months was -14.58%.
What was Stilwell Value Llc’s average return in the last 3 years?
Stilwell Value Llc’s average return in the last 3 years was -9.15%.
What period does Stilwell Value Llc’s most recent 13F filing cover?
Stilwell Value Llc’s most recent 13F filing reports holdings for the period ending Jun 30, 2026.
Who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.

TipRanks & Hedge Funds: TipRanks measures the performance of Joseph David Stilwell and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio. See how TipRanks ranks experts and calculates performance.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.