test

Megan Parisi

@Stilwell Value Llc

Latest period2024 - Q3ReportedManaged Assets$211.334MTotal holdings33
Assets growth rate10.06%Assets growth rate (2-Q avg)4.77%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stilwell Value Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 33 positions.

Assets under management

The assets under management (AUM) of Stilwell Value Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 211.334M in assets, with a quarterly growth rate of 10.06% and a 2-quarter average growth rate of 4.77%. The portfolio is managed by Megan Parisi, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
New Position
5.43%
$11.475M↓ Put
20,000 shares@ $573.76 avg price
WHLRPWheeler Real Estate Invt Tr
Recent Activity
New Position
0.37%
$762,038
94,195 shares@ $8.1 avg price
FLGNew York Cmnty Bancorp Inc
Recent Activity
New Position
0.24%
$505,575
45,000 shares@ $11.24 avg price
FDSBFifth Dist Bancorp Inc
Recent Activity
New Position
0.21%
$442,094
42,632 shares@ $10.38 avg price