Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
M3F, Inc. (CIK 1511291) reported $403.5M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WLFC ($115.3M, 28.58%), PDLB ($33.5M, 8.30%), AER ($32.6M, 8.09%), PBFS ($28.8M, 7.15%), ASLE ($24.8M, 6.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WLFC | Willis Lease Finance Corp | $115.3M | 28.58% | 677,248 | Hold |
| 2 | PDLB | PONCE FINANCIAL GROUP INC | $33.5M | 8.30% | 2.0M | Added |
| 3 | AER | AERCAP HOLDINGS NV SHS | $32.6M | 8.09% | 238,000 | Added |
| 4 | PBFS | PIONEER BANCORP INC/NY | $28.8M | 7.15% | 2.1M | Added |
| 5 | ASLE | AERSALE CORP | $24.8M | 6.14% | 4.0M | Added |
| 6 | NODK | NI HOLDINGS INC | $21.3M | 5.28% | 1.7M | Added |
| 7 | SNFCA | SECURITY NATL FINL CORP CL A NEW | $20.8M | 5.17% | 2.2M | Trimmed |
| 8 | SWKH | SWK HLDGS CORP COM | $16.9M | 4.20% | 995,256 | Added |
| 9 | BHF | BRIGHTHOUSE FINANCIAL INC | $16.8M | 4.16% | 280,000 | New |
| 10 | RBKB | RHINEBECK BANCORP INC | $15.6M | 3.86% | 1.0M | Trimmed |
| 11 | NFBK | NORTHFIELD BANCORP INC DEL COM | $10.5M | 2.61% | 776,630 | New |
| 12 | ALRS | ALERUS FINANCIAL CORP | $9.9M | 2.45% | 417,108 | Added |
| 13 | PKBK | PARKE BANCORP INC | $9.5M | 2.34% | 332,876 | Trimmed |
| 14 | GDOT | Green Dot Corp | $8.4M | 2.08% | 748,806 | New |
| 15 | CBFV | CB FINL SVCS INC COM | $5.9M | 1.45% | 171,439 | Added |
| 16 | WASH | Washington Trust Bancorp Inc | $5.6M | 1.38% | 166,485 | Hold |
| 17 | MGYR | MAGYAR BANCORP INC COM | $4.9M | 1.22% | 283,894 | Added |
| 18 | SSBI | SUMMIT STATE BANK | $4.7M | 1.17% | 354,229 | Hold |
| 19 | PROV | PROVIDENT FINL HLDGS INC COM | $4.6M | 1.14% | 284,594 | Trimmed |
| 20 | BSBK | BOGOTA FINANCIAL CORP | $4.2M | 1.04% | 493,732 | Hold |
| 21 | BYFC | BROADWAY FINANCIAL CORP/DE | $3.4M | 0.85% | 474,685 | Added |
| 22 | AL | Air Lease Corp | $2.5M | 0.63% | 39,051 | Trimmed |
| 23 | FBIZ | FIRST BUS FINL SVCS INC WIS COM | $1.6M | 0.40% | 29,685 | Trimmed |
| 24 | NSTS | NSTS BANCORP INC | $311,000 | 0.08% | 26,664 | Hold |
| 25 | WSBK | WINCHESTER BANCORP INC | $312,000 | 0.08% | 24,586 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31