The Analysis of STILWELL JOSEPH's Holdings & P&L


Currently, STILWELL JOSEPH holds 6 types of securities in its portfolio with a total value $75.1M. In the most recent quarter, they have increased their positions in LSBK (+773.7K shares, valued at $12.0M), IROQ (+245.2K shares, valued at $6.7M), CLST (+260.0K shares, valued at $4.0M); decreased their positions in KFS (-1.8M shares, valued at $22.4M), IROQ (-425.1K shares, valued at $11.3M); initiated new positions in LSBK (+773.7K shares, valued at $12.0M), IROQ (+245.2K shares, valued at $6.7M), CLST (+260.0K shares, valued at $4.0M).


1M P&L
+7.9M+14.90%
3M P&L
-3.8M-5.90%
HY P&L
-6.8M-10.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Auto & Truck Dealerships46.8M
62.4%
2Banks - Regional28.3M
37.6%
3N/AN/A
0.0%

Top Industries by Stock Count

1Banks - Regional4 stocks
66.7%
2Auto & Truck Dealerships1 stocks
16.7%
3N/A1 stocks
16.7%
Stock Holdings
-32.22%
Shares3.7M
Event2025-12-17
Filed2025-12-19
New
Shares773.7K
Event2026-02-17
Filed2026-02-18
New
Shares245.2K
Event2026-01-14
Filed2026-01-16
-54.94%
Shares348.6K
Event2026-04-09
Filed2026-04-13
New
Shares260.0K
Event2026-01-08
Filed2026-01-12
6.80%
Shares738.1K
Event2026-03-06
Filed2026-03-10

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available