$174 Million is the total value of STILWELL JOSEPH's 73 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 36.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KFS | KINGSWAY FINL SVCS INC | $20,034,000 | -11.6% | 3,609,718 | 0.0% | 11.52% | -21.3% | |
| FFNW | FIRST FINANCIAL NORTHWEST IN | $15,870,000 | +17.9% | 1,318,100 | 0.0% | 9.12% | +5.0% | |
| PROV | Buy | PROVIDENT FINL HLDGS INC | $10,620,000 | +6.3% | 701,917 | +2.5% | 6.11% | -5.3% |
| NECB | Sell | NORTHEAST CMNTY BANCORP INC | $8,774,000 | +2.8% | 1,215,212 | -1.3% | 5.04% | -8.5% |
| HFBC | Sell | HOPFED BANCORP INC | $8,772,000 | +9.0% | 689,628 | -1.4% | 5.04% | -2.9% |
| MLVF | MALVERN BANCORP INC | $7,803,000 | +6.1% | 645,416 | 0.0% | 4.49% | -5.5% | |
| ABCW | New | ANCHOR BANCORP WIS INC DEL | $7,226,000 | – | 209,800 | +100.0% | 4.16% | – |
| IROQ | Buy | IF BANCORP INC | $6,614,000 | +2.0% | 391,111 | +1.0% | 3.80% | -9.1% |
| NVSL | NAUGATUCK VY FINL CORP MD | $5,820,000 | +9.5% | 679,831 | 0.0% | 3.35% | -2.5% | |
| PBSK | POAGE BANKSHARES INC | $5,572,000 | -0.9% | 374,708 | 0.0% | 3.20% | -11.7% | |
| UCBA | Sell | UNITED CMNTY BANCORP IND | $5,214,000 | -6.6% | 448,320 | -4.0% | 3.00% | -16.8% |
| New | ANCHOR BANCORP WA | $5,135,000 | – | 251,725 | +100.0% | 2.95% | – | |
| WBKC | WOLVERINE BANCORP INC | $4,944,000 | +6.4% | 206,407 | 0.0% | 2.84% | -5.2% | |
| B101PS | COLONIAL FINL SVCS INC | $4,819,000 | +0.8% | 359,596 | 0.0% | 2.77% | -10.2% | |
| SFBC | SOUND FINL BANCORP INC | $4,518,000 | +5.9% | 239,683 | 0.0% | 2.60% | -5.7% | |
| HBK | HAMILTON BANCORP INC MD | $4,096,000 | -2.6% | 315,101 | 0.0% | 2.36% | -13.3% | |
| JXSB | Buy | JACKSONVILLE BANCORP INC MD | $3,733,000 | +17.3% | 162,285 | +13.7% | 2.15% | +4.4% |
| ENFC | New | ENTEGRA FINL CORP | $3,410,000 | – | 236,968 | +100.0% | 1.96% | – |
| WSBF | WATERSTONE FINL INC MD | $3,395,000 | +13.8% | 258,149 | 0.0% | 1.95% | +1.3% | |
| WAYN | Sell | WAYNE SVGS BANCSHARES INC NE | $3,299,000 | +2.3% | 246,220 | -5.7% | 1.90% | -8.9% |
| PBCP | Sell | POLONIA BACORP INC MD | $3,004,000 | -4.6% | 287,379 | -5.9% | 1.73% | -15.1% |
| CBFV | New | CB FINL SVCS INC | $2,970,000 | – | 149,243 | +100.0% | 1.71% | – |
| GTWN | GEORGETOWN BANCORP INC MD | $2,303,000 | +2.0% | 140,000 | 0.0% | 1.32% | -9.1% | |
| FSBW | FS BANCORP INC | $2,190,000 | +6.7% | 120,000 | 0.0% | 1.26% | -5.0% | |
| HTBI | HOMETRUST BANCSHARES INC | $1,999,000 | +14.0% | 120,000 | 0.0% | 1.15% | +1.5% | |
| LSBK | Buy | LAKE SHORE BANCORP INC | $1,973,000 | +97.1% | 145,495 | +83.2% | 1.13% | +75.5% |
| OFED | Sell | OCONEE FED FINL CORP | $1,950,000 | +5.4% | 97,500 | -2.5% | 1.12% | -6.2% |
| MFIN | Buy | MEDALLION FINL CORP | $1,928,000 | +57.5% | 192,629 | +83.5% | 1.11% | +40.4% |
| ISBC | INVESTORS BANCORP INC NEW | $1,796,000 | +10.8% | 160,000 | 0.0% | 1.03% | -1.3% | |
| WBBW | WESTBURY BANCORP INC | $1,475,000 | +8.9% | 89,950 | 0.0% | 0.85% | -3.0% | |
| SMPL | New | SIMPLICITY BANCORP | $1,458,000 | – | 85,000 | +100.0% | 0.84% | – |
| HFBL | HOME FED BANCORP INC LA NEW | $1,367,000 | +1.5% | 70,000 | 0.0% | 0.79% | -9.7% | |
| PIH | 1347 PPTY INS HLDGS INC | $1,232,000 | +0.7% | 156,800 | 0.0% | 0.71% | -10.4% | |
| WEBK | Sell | WELLESLEY BANCORP INC | $1,061,000 | -1.5% | 55,275 | -2.5% | 0.61% | -12.2% |
| FBP | New | FIRST BANCORP P R | $1,057,000 | – | 180,000 | +100.0% | 0.61% | – |
| CHEV | CHEVIOT FINL CORP NEW | $853,000 | +11.6% | 60,000 | 0.0% | 0.49% | -0.6% | |
| New | BLUE HILLS BANCORP INC | $815,000 | – | 60,000 | +100.0% | 0.47% | – | |
| FFNM | Buy | FIRST FED NORTHN MICH BANCOR | $746,000 | +15.8% | 135,900 | +12.4% | 0.43% | +3.1% |
| MSBF | MSB FINANCIAL CORPORATION | $635,000 | +22.4% | 61,917 | 0.0% | 0.36% | +9.0% | |
| New | FIRST SAVINGS FINL GROUP INC | $525,000 | – | 20,000 | +100.0% | 0.30% | – | |
| SBCP | New | SUNSHINE BANCORP INC | $518,000 | – | 42,344 | +100.0% | 0.30% | – |
| ESSA | ESSA BANCORP INC | $420,000 | +6.1% | 35,000 | 0.0% | 0.24% | -5.9% | |
| PSBH | PSB HLDGS INC | $410,000 | +6.8% | 52,716 | 0.0% | 0.24% | -4.8% | |
| MELR | New | MELROSE BANCORP INC | $397,000 | – | 30,000 | +100.0% | 0.23% | – |
| RIVR | RIVER VY BANCORP | $254,000 | -1.2% | 12,000 | 0.0% | 0.15% | -12.0% | |
| CWAY | COASTWAY BANCORP INC | $232,000 | +7.9% | 20,000 | 0.0% | 0.13% | -4.3% | |
| EBSB | New | MERIDIAN BANCORP INC MD | $198,000 | – | 17,641 | +100.0% | 0.11% | – |
| BPOP | New | POPULAR INC | $170,000 | – | 5,000 | +100.0% | 0.10% | – |
| CSBK | CLIFTON BANCORP INC | $95,000 | +8.0% | 6,986 | 0.0% | 0.06% | -3.5% | |
| SSFN | STEWARDSHIP FINL CORP | $71,000 | +9.2% | 14,528 | 0.0% | 0.04% | -2.4% | |
| LPSB | LAPORTE BANCORP INC MD | $61,000 | +10.9% | 4,875 | 0.0% | 0.04% | -2.8% | |
| MGYR | Buy | MAGYAR BANCORP INC | $56,000 | +51.4% | 6,600 | +53.5% | 0.03% | +33.3% |
| PFG | PRINCIPAL FINL GROUP INC | $28,000 | -3.4% | 547 | 0.0% | 0.02% | -15.8% | |
| MET | METLIFE INC | $3,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% | |
| PFBX | Exit | PEOPLES FINL CORP MISS | $0 | – | -20,000 | -100.0% | -0.17% | – |
| HBNK | Exit | HAMPDEN BANCORP INC | $0 | – | -20,000 | -100.0% | -0.22% | – |
| FSFG | Exit | FIRST SVGS FINL GROUP INC | $0 | – | -20,000 | -100.0% | -0.32% | – |
| FFCO | Exit | FEDFIRST FINL CORP | $0 | – | -223,384 | -100.0% | -3.14% | – |
| ANCB | Exit | ANCHOR BANCORP WA | $0 | – | -251,725 | -100.0% | -3.35% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| KINGSWAY FINL SVCS INC | 7 | Q4 2014 | 14.6% |
| FIRST FINL NORTHWEST INC | 7 | Q4 2014 | 9.8% |
| PROVIDENT FINL HOLDING INC | 7 | Q4 2014 | 7.0% |
| NORTHEAST CMNTY BANCORP INC | 7 | Q4 2014 | 5.5% |
| HOPFED BANCORP INC | 7 | Q4 2014 | 5.2% |
| MALVERN BANCORP INC | 7 | Q4 2014 | 4.8% |
| IF BANCORP INC | 7 | Q4 2014 | 4.2% |
| UNITED CMNTY BANCORP IND | 7 | Q4 2014 | 3.6% |
| NAUGATUCK VY FINL CORP MD | 7 | Q4 2014 | 3.4% |
| POAGE BANKSHARES INC COM | 7 | Q4 2014 | 3.6% |
View STILWELL JOSEPH's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| IF Bancorp, Inc. | September 18, 2023 | 221,736 | 6.6% |
| Cincinnati Bancorp, Inc. | September 21, 2022 | 140,000 | 4.7% |
| LAKE SHORE BANCORP, INC. | February 01, 2022 | 100,000 | 1.8% |
| Seneca Financial Corp. | February 01, 2022 | 113,947 | 6.0% |
| SSB Bancorp, Inc. | February 01, 2022 | 62,800 | 2.8% |
| Parkway Acquisition Corp.Sold out | November 29, 2021 | 0 | 0.0% |
| Generations Bancorp NY, Inc. | October 08, 2021 | 243,606 | 9.9% |
| Garrison Capital Inc. | April 01, 2020 | 205,440 | 1.3% |
| Alcentra Capital Corp | May 21, 2019 | 1,101,491 | 8.6% |
| Poage Bankshares, Inc. | August 27, 2018 | 152,895 | 4.4% |
View STILWELL JOSEPH's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| DFAN14A | 2024-04-01 |
| DFRN14A | 2024-03-22 |
| 4 | 2024-03-18 |
| DEFC14A | 2024-03-18 |
| DFAN14A | 2024-03-18 |
| DFAN14A | 2024-03-18 |
| 4 | 2024-03-12 |
| DEFC14A | 2024-03-12 |
| DFAN14A | 2024-03-12 |
| 4 | 2024-03-11 |
View STILWELL JOSEPH's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.