| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2014 | 54 | 173,918 | KWY, FFNW, PROV, NECB | 13F-HR | 1/26/2015 | 000114420415003643 |
| Q3 2014 | 48 | 154,858 | KWY, FFNW, PROV, NECB | 13F-HR | 11/14/2014 | 000114420414068415 |
| Q2 2014 | 47 | 165,801 | KWY, FFNW, PROV, NECB | 13F-HR | 8/12/2014 | 000114420414048828 |
| Q1 2014 | 50 | 160,852 | FFNW, KWY, PROV, NECB | 13F-HR | 5/12/2014 | 000114420414029426 |
| Q4 2013 | 53 | 165,663 | FFNW, KWY, PROV, NECB | 13F-HR | 2/10/2014 | 000114420414007226 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each security where the latest filing since 12/18/2024 is a 13D, newest first.
| Issuer | % of Class | Filed | ||||
|---|---|---|---|---|---|---|
|
Catalyst Bancorp, Inc.
13D/A
CLST · 14888L101
|
9.0% |
8/27/2026
Event 8/27/2026
|
||||
| Stilwell Activist Fund, L.P. | 9.0% | |||||
| Stilwell Activist Investments, L.P. | 9.0% | |||||
| Stilwell Partners L P | 9.0% | |||||
| Stilwell Value LLC | 9.0% | |||||
| Stilwell Joseph | 9.0% | |||||
| Alcott Mark David | <0.1% | |||||
|
Wheeler Real Estate Investment Trust, Inc.
13D/A
WHLR · 963025754
|
50.0% |
8/19/2026
Event 8/17/2026
|
||||
| Stilwell Value Partners VII, L.P. | 50.0% | |||||
| Stilwell Activist Fund, L.P. | 50.0% | |||||
| Stilwell Activist Investments, L.P. | 50.0% | |||||
| Stilwell Associates L P | 50.0% | |||||
| Stilwell Value LLC | 50.0% | |||||
| Stilwell Joseph | 50.0% | |||||
|
CSB Financial Inc.
13D
CSBA · 12590S109
|
9.9% |
8/6/2026
Event 7/30/2026
|
||||
| Stilwell Activist Fund, L.P. | 9.9% | |||||
| Stilwell Activist Investments, L.P. | 9.9% | |||||
| Stilwell Partners L P | 9.9% | |||||
| Stilwell Value LLC | 9.9% | |||||
| Stilwell Joseph | 9.9% | |||||
|
Peoples Financial Corp /MS/
13D/A
PFBX · 71103B102
|
17.2% |
8/4/2026
Event 7/31/2026
|
||||
| Stilwell Value Partners VII, L.P. | 17.2% | |||||
| Stilwell Activist Fund, L.P. | 17.2% | |||||
| Stilwell Activist Investments, L.P. | 17.2% | |||||
| Stilwell Value LLC | 17.2% | |||||
| Stilwell Joseph | 17.2% | |||||
|
Central Plains Bancshares, Inc.
13D/A
CPBI · 15486W100
|
9.7% |
7/9/2026
Event 7/9/2026
|
||||
| Stilwell Activist Fund, L.P. | 9.7% | |||||
| Stilwell Activist Investments, L.P. | 9.7% | |||||
| Stilwell Partners L P | 9.7% | |||||
| Stilwell Value LLC | 9.7% | |||||
| Stilwell Joseph | 9.7% | |||||
|
URSB Bancorp, Inc.
13D
URSB · 90323M102
|
9.6% |
3/31/2026
Event 3/27/2026
|
||||
| Stilwell Activist Fund, L.P. | 9.6% | |||||
| Stilwell Activist Investments, L.P. | 9.6% | |||||
| Stilwell Partners L P | 9.6% | |||||
| Stilwell Value LLC | 9.6% | |||||
| Stilwell Joseph | 9.6% | |||||
|
Lake Shore Bancorp, Inc. /MD/
13D/A
LSBK · 510700107
|
9.9% |
3/18/2026
Event 3/17/2026
|
||||
| Stilwell Activist Fund, L.P. | 9.9% | |||||
| Stilwell Activist Investments, L.P. | 9.9% | |||||
| Stilwell Partners L P | 9.9% | |||||
| Stilwell Value LLC | 9.9% | |||||
| Stilwell Joseph | 9.9% | |||||
|
Kingsway Financial Services Inc
13D/A
KWY · 496904202
|
12.7% |
12/19/2025
Event 12/17/2025
|
||||
| Stilwell Activist Fund, L.P. | 12.7% | |||||
| Stilwell Activist Investments, L.P. | 12.7% | |||||
| Stilwell Associates L P | 12.7% | |||||
| Stilwell Value Partners VII, L.P. | 12.7% | |||||
| Stilwell Value LLC | 12.7% | |||||
| Stilwell Joseph | 12.7% | |||||
|
Wheeler Real Estate Investment Trust, Inc.
13D/A
WHLR · 963025796
|
50.0% |
11/24/2025
Event 11/20/2025
|
||||
| Stilwell Value Partners VII, L.P. | 50.0% | |||||
| Stilwell Activist Fund, L.P. | 50.0% | |||||
| Stilwell Activist Investments, L.P. | 50.0% | |||||
| Stilwell Associates L P | 50.0% | |||||
| Stilwell Value LLC | 50.0% | |||||
| Stilwell Joseph | 50.0% | |||||
|
Wheeler Real Estate Investment Trust, Inc.
13D/A
WHLR · 963025846
|
50.0% |
6/13/2025
Event 6/11/2025
|
||||
| Stilwell Value Partners VII, L.P. | 50.0% | |||||
| Stilwell Activist Fund, L.P. | 50.0% | |||||
| Stilwell Activist Investments, L.P. | 50.0% | |||||
| Stilwell Associates L P | 50.0% | |||||
| Stilwell Value LLC | 50.0% | |||||
| Stilwell Joseph | 50.0% | |||||
| Under 5%, checked the "5 percent or less" box, or amended by a later filing (2) | ||||||
|
IF Bancorp, Inc.
13D/A
IROQ · 44951J105
|
0% |
3/16/2026
Event 3/12/2026
|
||||
| Stilwell Activist Fund, L.P. | 0% | |||||
| Stilwell Activist Investments, L.P. | 0% | |||||
| Stilwell Value LLC | 0% | |||||
| Stilwell Joseph | 0% | |||||
|
Provident Bancorp, Inc. /MD/
13D/A
PVBC · 74383L105
|
3.8% |
6/13/2025
Event 6/11/2025
|
||||
| Stilwell Activist Fund, L.P. | 3.8% | |||||
| Stilwell Activist Investments, L.P. | 3.8% | |||||
| Stilwell Partners L P | 3.8% | |||||
| Stilwell Value LLC | 3.8% | |||||
| Stilwell Joseph | 3.8% | |||||