FJ Capital Management LLC

Est. AUM

$888.1M

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SOUTHSTATE BANK	COM	$72.0M	778627	8.11%	SOLE
2	HOMETRUST BANCSHARES	COM	$66.3M	1554425	7.46%	SOLE
3	NICOLET BANKSHARES	COM	$45.5M	306381	5.13%	SOLE
4	SOUTHERN FIRST BANCSHARES	COM	$44.0M	807223	4.95%	SOLE
5	EQUITY BANCSHARES CL A	COM CL A	$40.9M	921074	4.61%	SOLE
6	CALIFORNIA BANCORP	COM	$36.4M	2054534	4.10%	SOLE
7	EASTERN BANKSHARES	COM	$34.1M	1741864	3.84%	SOLE
8	RBB BANCORP	COM	$32.3M	1511408	3.64%	SOLE
9	OLD SECOND BANCORP	COM	$30.3M	1505102	3.42%	SOLE
10	FIRST MERCHANTS	COM	$27.6M	711425	3.10%	SOLE
11	SEACOAST BANKING OF FLORIDA	COM	$27.4M	906053	3.09%	SOLE
12	HORIZON BANCORP	COM	$21.4M	1291208	2.41%	SOLE
13	TOWNEBANK	COM	$18.8M	559772	2.12%	SOLE
14	HUNTINGTON BANCSHARES	COM	$17.5M	1116816	1.97%	SOLE
15	BANKUNITED	COM	$17.2M	380554	1.94%	SOLE
16	CVB FINL	COM	$16.5M	851426	1.86%	SOLE
17	OLD NATIONAL BANCORP	COM	$15.8M	717018	1.78%	SOLE
18	SOUTHERN MISSOURI BANCORP	COM	$12.9M	202427	1.46%	SOLE
19	INDEPENDENT BANK GROUP MA	COM	$12.5M	165653	1.40%	SOLE
20	NORTHERN TR	COM	$11.0M	79026	1.24%	SOLE
21	AMERIS BANCORP	COM	$10.5M	134868	1.18%	SOLE
22	CHAIN BRIDGE BANCORP CL A	COM CL A	$10.3M	293788	1.15%	SOLE
23	EXZEO GROUP	COM	$10.0M	682440	1.13%	SOLE
24	AVIDIA BANCORP	COM	$9.8M	497258	1.10%	SOLE
25	JONES LANG LASALLE	COM	$9.7M	31881	1.09%	SOLE
26	BANK OF AMERICA	COM	$9.2M	189376	1.04%	SOLE
27	MORGAN STANLEY	COM	$9.2M	56089	1.04%	SOLE
28	WESBANCO	COM	$8.4M	243843	0.95%	SOLE
29	JOHN MARSHALL BANCORP	COM	$8.4M	412273	0.94%	SOLE
30	CITIZENS FINL GROUP	COM	$7.6M	125939	0.85%	SOLE
31	INDEPENDENT BANK MICH	COM	$6.8M	203607	0.76%	SOLE
32	HAWTHORN BANCSHARES	COM	$6.4M	190710	0.72%	SOLE
33	STOCK YARDS BANCORP	COM	$6.2M	92849	0.69%	SOLE
34	SERVISFIRST BANCSHARES	COM	$5.8M	79906	0.66%	SOLE
35	CHARLES SCHWAB	COM	$5.8M	61883	0.65%	SOLE
36	HCI GROUP	COM	$5.8M	37287	0.65%	SOLE
37	VIRTU FINL CL A	COM CL A	$5.5M	125790	0.62%	SOLE
38	PALOMAR HLDGS	COM	$5.4M	45433	0.61%	SOLE
39	AMERANT BANCORP CL A	COM CL A	$5.4M	245913	0.61%	SOLE
40	CNO FINL GROUP	COM	$5.4M	131679	0.61%	SOLE
41	U S BANCORP	COM	$5.1M	98115	0.57%	SOLE
42	UMB FINL	COM	$4.9M	43740	0.56%	SOLE
43	ESSENT GROUP	COM	$4.4M	75024	0.49%	SOLE
44	PULTEGROUP	COM	$4.2M	35719	0.47%	SOLE
45	SKYWARD SPECIALTY INSURANCE GROUP	COM	$4.1M	94379	0.46%	SOLE
46	HERCULES CAPITAL	COM	$4.1M	277666	0.46%	SOLE
47	ONEMAIN HLDGS	COM	$4.1M	75795	0.46%	SOLE
48	HANOVER INSURANCE GROUP	COM	$3.9M	22535	0.44%	SOLE
49	WELLTOWER	COM SH BEN INT	$3.8M	19277	0.43%	SOLE
50	HOYNE BANCORP	COM	$3.8M	261000	0.43%	SOLE

1–50 of 126

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.