$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 171.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PROV | Buy | PROVIDENT FINL HLDGS INC | $10,620,000 | +6.3% | 701,917 | +2.5% | 6.11% | -5.3% |
| 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% |
| New | ANCHOR BANCORP WA | $5,135,000 | – | 251,725 | +100.0% | 2.95% | – | |
| 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% | – |
| CBFV | New | CB FINL SVCS INC | $2,970,000 | – | 149,243 | +100.0% | 1.71% | – |
| LSBK | Buy | LAKE SHORE BANCORP INC | $1,973,000 | +97.1% | 145,495 | +83.2% | 1.13% | +75.5% |
| MFIN | Buy | MEDALLION FINL CORP | $1,928,000 | +57.5% | 192,629 | +83.5% | 1.11% | +40.4% |
| SMPL | New | SIMPLICITY BANCORP | $1,458,000 | – | 85,000 | +100.0% | 0.84% | – |
| FBP | New | FIRST BANCORP P R | $1,057,000 | – | 180,000 | +100.0% | 0.61% | – |
| 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% |
| 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% | – |
| MELR | New | MELROSE BANCORP INC | $397,000 | – | 30,000 | +100.0% | 0.23% | – |
| 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% | – |
| MGYR | Buy | MAGYAR BANCORP INC | $56,000 | +51.4% | 6,600 | +53.5% | 0.03% | +33.3% |
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 | |
|---|---|---|---|
| ICC Holdings, Inc. | June 11, 2024 | 100 | - |
| IF Bancorp, Inc. | May 28, 2024 | 252,311 | 7.5% |
| Provident Bancorp, Inc. /MD/ | May 22, 2024 | 1,831,467 | 10.4% |
| Sound Financial Bancorp, Inc. | February 15, 2024 | 410,019 | 16.1% |
| Wheeler Real Estate Investment Trust, Inc. | February 07, 2024 | 34,097,711 | 50.0% |
| KINGSWAY FINANCIAL SERVICES INC | November 21, 2023 | 7,608,422 | 26.9% |
| Wheeler Real Estate Investment Trust, Inc. | October 02, 2023 | 601,191 | 41.1% |
| 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% |
View STILWELL JOSEPH's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 4 | 2024-11-08 |
| SC 13D | 2024-11-05 |
| 4 | 2024-11-04 |
| SC 13D/A | 2024-10-30 |
| SC 13D/A | 2024-10-23 |
| SC 13D/A | 2024-09-26 |
| 4 | 2024-09-25 |
| 4 | 2024-08-29 |
| 4 | 2024-08-27 |
| 4 | 2024-08-08 |
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.