Megan Parisi

@Stilwell Value Llc

Latest period2024 - Q3

Reported2mo 6d ago

Managed Assets$211.334M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
9630⤦Wheeler Real Estate Invt Tr Recent Activity Increased 0.5%	31.36%	$66.266M 1.012M shares@ $65.5 avg price	Increased 0.5%
IROQIf Bancorp Inc Recent Activity Increased 1.56%	2.51%	$5.286M 262,049 shares@ $20.17 avg price	Increased 1.56%
LSBKLake Shore Bancorp Inc Recent Activity Increased 21.9%	0.78%	$1.644M 121,893 shares@ $13.5 avg price	Increased 21.9%