Stilwell Value LLC holds a concentrated book of 24 stocks worth $174.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they trimmed Wheeler REIT Inc. Their largest long position is Wheeler REIT Inc at 41% of the equity book. Cloning the disclosed picks since 2024 would be +15% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +28.8%, a 13.7-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Stilwell Value LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
54% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Stilwell Value LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 24 / 24 | $4.2B |
| UBS Group AG | 24 / 24 | $419.2M |
| VANGUARD FIDUCIARY TRUST CO | 24 / 24 | $385.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 23 / 24 | $1.7B |
| MORGAN STANLEY | 23 / 24 | $1.2B |
| BlackRock, Inc. | 22 / 24 | $6.4B |
| ALLIANCEBERNSTEIN L.P. | 22 / 24 | $268.4M |
| Vanguard Global Advisers, LLC | 21 / 24 | $137.8M |
Ranked by how many of Stilwell Value LLC's top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1397076/holdings"
Use Arkolith to show Stilwell Value LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 24 | $174.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 25 | $166.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 24 | $181.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 31 | $226.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 30 | $194.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 32 | $198.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 33 | $211.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.