M3F, Inc. — 13F Holdings & Portfolio

CIK 1511291 · latest 13F-HR filed 2026-08-13

M3F, Inc. manages $422.2K in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WLFC (35.88%), PDLB (8.02%), PBFS (7.37%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 8, added to 9, and trimmed 6.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2070 E 2100 S
SUITE 250
SALT LAKE CITY, UT 84109
Phone
(202) 246-9200
Filing Manager
M3F, Inc.
SALT LAKE CITY, UT
Signatory
Jason A. Stock
Managing Director
Loading holdings…
AUM

$422.2K

Long-equity book

Holdings

22

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+2 / −8 / ↑9 / ↓6

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Willis Lease Finance Corp$36.2K +31.4%
  • Green Dot Corp$8.0K +95.3%
  • AERSALE CORP$3.3K +13.2%
  • NI HOLDINGS INC$3.1K +14.5%
  • ALERUS FINANCIAL CORP$3.1K +31.2%
Show all 9

Top Trims

  • RHINEBECK BANCORP INC-$6.0K -38.7%
  • Washington Trust Bancorp Inc-$4.9K -87.4%
  • AERCAP HOLDINGS NV SHS-$3.2K -9.8%
  • PROVIDENT FINL HLDGS INC COM-$476 -10.4%
  • BOGOTA FINANCIAL CORP-$372 -8.9%
Show all 6

New Positions

  • OPPFI INC$7.6K
  • FIRST NORTHERN COMMUNITY BAN$4.4K
Show all 2

Exited Positions

  • SWK HLDGS CORP COM$16.9K
  • BRIGHTHOUSE FINANCIAL INC$16.8K
  • Air Lease Corp$2.5K
  • FIRST BUS FINL SVCS INC WIS COM$1.6K
  • WINCHESTER BANCORP INC$312
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Willis Lease Finance Corp WLFC 970646105 $151.5K 35.88% 661,998 SH
2 PONCE FINANCIAL GROUP INC PDLB 732344106 $33.9K 8.02% 1,698,960 SH
3 PIONEER BANCORP INC/NY PBFS 723561106 $31.1K 7.37% 1,821,973 SH
4 AERCAP HOLDINGS NV SHS AER N00985106 $29.4K 6.98% 202,000 SH
5 AERSALE CORP ASLE 00810F106 $28.1K 6.65% 4,439,008 SH
6 NI HOLDINGS INC NODK 65342T106 $24.4K 5.78% 1,552,020 SH
7 SECURITY NATL FINL CORP CL A NEW SNFCA 814785309 $20.4K 4.84% 2,108,648 SH
8 Green Dot Corp GDOT 39304D102 $16.4K 3.89% 1,214,680 SH
9 ALERUS FINANCIAL CORP ALRS 01446U103 $13.0K 3.07% 417,108 SH
10 NORTHFIELD BANCORP INC DEL COM NFBK 66611T108 $12.8K 3.03% 869,575 SH
11 RHINEBECK BANCORP INC RBKB 762093102 $9.6K 2.26% 552,076 SH
12 PARKE BANCORP INC PKBK 700885106 $9.4K 2.22% 282,593 SH
13 OPPFI INC OPFI 68386H103 $7.6K 1.80% 764,445 SH
14 CB FINL SVCS INC COM CBFV 12479G101 $6.5K 1.54% 171,696 SH
15 BROADWAY FINANCIAL CORP/DE BYFC 111444709 $5.3K 1.25% 547,529 SH
16 MAGYAR BANCORP INC COM MGYR 55977T208 $5.0K 1.18% 286,394 SH
17 SUMMIT STATE BANK SSBI 866264203 $4.8K 1.14% 354,229 SH
18 FIRST NORTHERN COMMUNITY BAN FNRN 335925103 $4.4K 1.04% 244,872 SH
19 PROVIDENT FINL HLDGS INC COM PROV 743868101 $4.1K 0.97% 239,094 SH
20 BOGOTA FINANCIAL CORP BSBK 097235105 $3.8K 0.91% 423,562 SH
21 Washington Trust Bancorp Inc WASH 940610108 $700 0.17% 19,199 SH
22 SHF HOLDINGS INC SHFS 824430300 $74 0.02% 308,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $422.2K 22 0001511291-26-000003
2026-03-31 2026-04-28 $403.5K 28 0001511291-26-000002
2025-12-31 2026-02-13 $364.1K 25 0001511291-26-000001