FJ Capital Management as of March 31, 2024
Portfolio Holdings for FJ Capital Management
FJ Capital Management holds 98 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Independent Bank | 5.3 | $52M | 1.1M | 45.65 | |
Hometrust Bancshares (HTBI) | 4.6 | $46M | 1.7M | 27.34 | |
First Bancshares (FBMS) | 4.0 | $40M | 1.5M | 25.95 | |
Independent Bk Corp Mich Com New (IBCP) | 4.0 | $39M | 1.5M | 25.35 | |
Western Alliance Bancorporation (WAL) | 3.9 | $38M | 590k | 64.19 | |
Wintrust Financial Corporation (WTFC) | 3.8 | $37M | 358k | 104.39 | |
Heritage Commerce (HTBK) | 3.7 | $36M | 4.2M | 8.58 | |
Ameris Ban (ABCB) | 3.5 | $35M | 720k | 48.38 | |
Banc Of California (BANC) | 3.4 | $34M | 2.2M | 15.21 | |
Midland Sts Bancorp Inc Ill (MSBI) | 3.3 | $33M | 1.3M | 25.13 | |
Rbb Bancorp (RBB) | 3.2 | $32M | 1.8M | 18.01 | |
Old Second Ban (OSBC) | 3.2 | $32M | 2.3M | 13.84 | |
Equity Bancshares Com Cl A (EQBK) | 3.2 | $32M | 921k | 34.37 | |
Home Ban (HBCP) | 3.1 | $30M | 788k | 38.31 | |
QCR Holdings (QCRH) | 3.0 | $30M | 485k | 60.74 | |
Southern Missouri Ban (SMBC) | 2.7 | $26M | 605k | 43.71 | |
Southern First Bancshares (SFST) | 2.6 | $26M | 807k | 31.76 | |
Eastern Bankshares (EBC) | 2.6 | $25M | 1.8M | 13.78 | |
Sterling Bancorp (SBT) | 2.2 | $22M | 4.2M | 5.16 | |
Linkbancorp (LNKB) | 2.2 | $21M | 3.1M | 6.94 | |
Codorus Valley Ban (CVLY) | 2.0 | $20M | 855k | 22.76 | |
First Virginia Community Bank (FVCB) | 1.8 | $18M | 1.4M | 12.18 | |
ESSA Ban (ESSA) | 1.7 | $17M | 942k | 18.23 | |
Evans Bancorp Com New (EVBN) | 1.6 | $16M | 540k | 29.86 | |
Pioneer Bancorp (PBFS) | 1.6 | $16M | 1.6M | 9.81 | |
Citizens Community Ban (CZWI) | 1.2 | $12M | 952k | 12.15 | |
Banner Corp Com New (BANR) | 1.1 | $11M | 233k | 48.00 | |
Veritex Hldgs (VBTX) | 1.1 | $11M | 530k | 20.49 | |
Five Star Bancorp (FSBC) | 1.1 | $11M | 480k | 22.50 | |
Riverview Ban (RVSB) | 1.0 | $10M | 2.2M | 4.72 | |
Hawthorn Bancshares (HWBK) | 1.0 | $9.6M | 470k | 20.43 | |
Premier Financial Corp (PFC) | 0.8 | $8.3M | 409k | 20.30 | |
Sound Finl Ban (SFBC) | 0.8 | $8.3M | 204k | 40.69 | |
Southern California Bancorp (BCAL) | 0.8 | $8.1M | 542k | 14.91 | |
First Savings Financial (FSFG) | 0.7 | $6.6M | 395k | 16.75 | |
Old Point Financial Corporation (OPOF) | 0.7 | $6.4M | 360k | 17.75 | |
Stellar Bancorp Ord (STEL) | 0.6 | $6.0M | 247k | 24.36 | |
HMN Financial (HMNF) | 0.6 | $6.0M | 284k | 21.10 | |
First Westn Finl (MYFW) | 0.5 | $5.4M | 369k | 14.58 | |
Hci (HCI) | 0.5 | $5.2M | 45k | 116.08 | |
Sb Financial (SBFG) | 0.5 | $5.1M | 374k | 13.78 | |
United Security Bancshares (UBFO) | 0.5 | $4.7M | 615k | 7.71 | |
Reinsurance Grp Of America I Com New (RGA) | 0.5 | $4.6M | 24k | 192.88 | |
John Marshall Ban (JMSB) | 0.4 | $3.9M | 216k | 17.92 | |
Agnc Invt Corp Com reit (AGNC) | 0.4 | $3.8M | 384k | 9.90 | |
Ss&c Technologies Holding (SSNC) | 0.3 | $3.3M | 51k | 64.37 | |
MidWestOne Financial (MOFG) | 0.3 | $3.2M | 136k | 23.44 | |
Nmi Hldgs Cl A (NMIH) | 0.3 | $2.8M | 87k | 32.34 | |
Sixth Street Specialty Lending (TSLX) | 0.3 | $2.8M | 131k | 21.43 | |
Walker & Dunlop (WD) | 0.3 | $2.8M | 28k | 101.06 | |
Mr Cooper Group (COOP) | 0.3 | $2.7M | 35k | 77.95 | |
Brown & Brown (BRO) | 0.3 | $2.7M | 31k | 87.54 | |
Jones Lang LaSalle Incorporated (JLL) | 0.3 | $2.7M | 14k | 195.09 | |
Progressive Corporation (PGR) | 0.3 | $2.7M | 13k | 206.82 | |
Pennymac Financial Services (PFSI) | 0.3 | $2.5M | 27k | 91.09 | |
Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.2 | $2.4M | 183k | 13.36 | |
Allstate Corporation (ALL) | 0.2 | $2.3M | 13k | 173.01 | |
M/I Homes (MHO) | 0.2 | $2.1M | 15k | 136.29 | |
Fidus Invt (FDUS) | 0.2 | $2.1M | 104k | 19.74 | |
Taylor Morrison Hom (TMHC) | 0.2 | $2.1M | 33k | 62.17 | |
Capital Southwest Corporation (CSWC) | 0.2 | $2.1M | 82k | 24.96 | |
Meritage Homes Corporation (MTH) | 0.2 | $2.0M | 12k | 175.46 | |
Anthem (ELV) | 0.2 | $2.0M | 3.8k | 518.54 | |
State Street Corporation (STT) | 0.2 | $2.0M | 25k | 77.32 | |
Trinity Cap (TRIN) | 0.2 | $2.0M | 133k | 14.68 | |
Kemper Corp Del (KMPR) | 0.2 | $2.0M | 32k | 61.92 | |
Welltower Inc Com reit (WELL) | 0.2 | $1.9M | 20k | 93.44 | |
Ladder Cap Corp Cl A (LADR) | 0.2 | $1.9M | 167k | 11.13 | |
Acadia Rlty Tr Com Sh Ben Int (AKR) | 0.2 | $1.9M | 109k | 17.01 | |
Arch Cap Group Ord (ACGL) | 0.2 | $1.8M | 20k | 92.44 | |
Shore Bancshares (SHBI) | 0.2 | $1.8M | 153k | 11.50 | |
Phillips Edison & Co Common Stock (PECO) | 0.2 | $1.7M | 49k | 35.87 | |
Prologis (PLD) | 0.2 | $1.6M | 13k | 130.22 | |
Lazard Ltd Shs -a - (LAZ) | 0.2 | $1.6M | 39k | 41.87 | |
Clearwater Analytics Hldgs I Cl A (CWAN) | 0.2 | $1.6M | 89k | 17.69 | |
Hovnanian Enterprises Cl A New (HOV) | 0.2 | $1.5M | 9.8k | 156.94 | |
Zillow Group Cl C Cap Stk (Z) | 0.1 | $1.5M | 30k | 48.78 | |
Community West Bancshares | 0.1 | $1.4M | 93k | 15.48 | |
Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.4M | 103k | 13.95 | |
Bay (BCML) | 0.1 | $1.3M | 65k | 20.61 | |
Heartland Financial USA (HTLF) | 0.1 | $1.3M | 36k | 35.15 | |
Carlyle Group (CG) | 0.1 | $1.2M | 25k | 46.91 | |
UMB Financial Corporation (UMBF) | 0.1 | $1.2M | 13k | 86.99 | |
Goosehead Ins Com Cl A (GSHD) | 0.1 | $1.0M | 15k | 66.62 | |
Equinix (EQIX) | 0.1 | $984k | 1.2k | 825.33 | |
TFS Financial Corporation (TFSL) | 0.1 | $798k | 64k | 12.56 | |
Everquote Com Cl A (EVER) | 0.1 | $660k | 36k | 18.56 | |
Capital Bancorp (CBNK) | 0.1 | $615k | 30k | 20.83 | |
American Intl Group Com New (AIG) | 0.1 | $592k | 7.6k | 78.17 | |
Blue Owl Capital Com Cl A (OWL) | 0.1 | $520k | 28k | 18.86 | |
Americold Rlty Tr (COLD) | 0.1 | $518k | 21k | 24.92 | |
Synchrony Financial (SYF) | 0.1 | $501k | 12k | 43.12 | |
First Horizon National Corporation (FHN) | 0.1 | $500k | 33k | 15.40 | |
Park Hotels & Resorts Inc-wi (PK) | 0.0 | $424k | 24k | 17.49 | |
Siriuspoint (SPNT) | 0.0 | $419k | 33k | 12.71 | |
Corebridge Finl (CRBG) | 0.0 | $344k | 12k | 28.73 | |
Pagaya Technologies Cl A New (PGY) | 0.0 | $303k | 30k | 10.10 | |
Home Fed Bancorp Inc La (HFBL) | 0.0 | $181k | 15k | 12.15 |