FJ Capital Management LLC — 13F holdings

FJ Capital Management LLC reported 121 holdings worth $770M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SFST SOUTHERN FIRST BANCSHARES — $54.5M (7.1%)
2. EQBK EQUITY BANCSHARES INC — $47.1M (6.1%)
3. NIC NICOLET BANKSHARES INC — $45.9M (6.0%)
4. SSB SOUTHSTATE BK CORP — $43.9M (5.7%)
5. BCAL CALIFORNIA BANCORP — $42.8M (5.6%)
6. HTB HOMETRUST BANCSHARES INC — $41.9M (5.4%)
7. TOWN TOWNEBANK PORTSMOUTH VA — $36.5M (4.7%)
8. OSBC OLD SECOND BANCORP INC ILL — $34.1M (4.4%)
9. SBCF SEACOAST BKG CORP FLA — $33.5M (4.3%)
10. FRME FIRST MERCHANTS CORP — $31.1M (4.0%)