Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FJ Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

FJ Capital Management LLC (CIK 1599170) reported $770.4M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SFST ($54.5M, 7.08%), EQBK ($47.1M, 6.11%), NIC ($45.9M, 5.95%), SSB ($43.9M, 5.69%), BCAL ($42.8M, 5.56%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SFSTSOUTHERN FIRST BANCSHARES$54.5M7.08%892,223Added
2EQBKEQUITY BANCSHARES$47.1M6.11%961,492Added
3NICNICOLET BANKSHARES$45.9M5.95%277,243Trimmed
4SSBSOUTHSTATE BANK$43.9M5.69%438,973Trimmed
5BCALCALIFORNIA BANCORP$42.8M5.56%2.1MHold
6HTBHOMETRUST BANCSHARES$41.9M5.43%839,115Trimmed
7TOWNTOWNEBANK$36.5M4.74%1.0MAdded
8OSBCOLD SECOND BANCORP INC DEL$34.1M4.42%1.5MTrimmed
9SBCFSEACOAST BANKING OF FLORIDA$33.5M4.34%1.0MAdded
10FRMEFIRST MERCHANTS$31.1M4.03%711,425Hold
11CVBFCVB FINL CORP$29.2M3.79%1.3MAdded
12BOHBANK OF HAWAII CORP$25.5M3.31%312,693New
13HBNCHORIZON BANCORP$24.9M3.23%1.2MTrimmed
14HBANHUNTINGTON BANCSHARES$24.2M3.14%1.4MAdded
15TFCTRUIST FINL CORP$22.2M2.89%446,477New
16UMBFUMB FINL$18.2M2.36%127,486Added
17CBNACHAIN BRIDGE BANCORP$12.4M1.60%293,788Hold
18AVBCAVIDIA BANCORP INC$10.4M1.35%497,258Hold
19LPLALPL FINL HLDGS INC$8.4M1.10%29,967New
20NLYANNALY CAPITAL MGMT$8.2M1.07%376,036Added
21HWBKHAWTHORN BANCSHARES$7.5M0.97%190,710Hold
22IBCPINDEPENDENT BANK MICH$7.3M0.95%203,607Hold
23WFCWELLS FARGO & CO$6.7M0.87%80,810New
24AHRAMERICAN HEALTHCARE REIT$6.6M0.86%127,389Added
25FAFFIRST AMERICAN FINL CORP$6.3M0.82%91,643New

Source: SEC Form 13F filings · as of 2026-06-30