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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
9630⤦Wheeler Real Estate Invt Tr
Recent Activity
Increased 0.5%
31.36%
$66.266M
1.012M shares@ $65.5 avg price
KFSKingsway Finl Svcs Inc
Recent Activity
28.71%
$60.655M
7.326M shares@ $8.29 avg price
SFBCSound Finl Bancorp Inc
Recent Activity
10.38%
$21.936M
410,019 shares@ $53.51 avg price
PVBCProvident Bancorp Inc
Recent Activity
8.97%
$18.952M
1.756M shares@ $10.8 avg price
7846⤦Spdr S&p 500 Etf Tr
Recent Activity
New Position
5.43%
$11.475M↓ Put
20,000 shares@ $573.76 avg price
IROQIf Bancorp Inc
Recent Activity
Increased 1.56%
2.51%
$5.286M
262,049 shares@ $20.17 avg price
FSBWFs Bancorp Inc
Recent Activity
2.43%
$5.116M
115,000 shares@ $44.49 avg price
NECBNortheast Cmnty Bancorp Inc
Recent Activity
1.76%
$3.703M
140,000 shares@ $26.45 avg price
GBNYGenerations Bancorp Ny Inc
Recent Activity
1.67%
$3.51M
222,849 shares@ $15.76 avg price
BVFLBv Finl Inc
Recent Activity
1.12%
$2.35M
153,090 shares@ $15.36 avg price