Rothwell Investment Advisors, LLC’s St. Joe Company JOE Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio JOE Stock Details JOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$39.1K	Buy	+594	New	+$38.4K	0.02%	470

Other funds holding JOE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

NCM

Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Accordant Advisory Group Annapolis, Maryland $159M AUM 14.83% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Rothwell Investment Advisors, LLC's JOE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in St. Joe Company (JOE) in Q3 2026: 594 shares worth $39.1K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings.

133 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

Rothwell Investment Advisors, LLC held 594 shares of St. Joe Company worth $39.1K as of Q3 2026.
St. Joe Company was a new Rothwell Investment Advisors, LLC position in Q3 2026.
St. Joe Company made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #470 holding.
133 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.