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Accordant Advisory Group’s St. Joe Company JOE Stock Holding History

Accordant Advisory Group’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
Q1 		$6.12M Buy
97,515
+464
+0.5% +$31.1K 3.79% 10
2025
Q4 		$5.76M Buy
97,051
+16,034
+20% +$898K 3.98% 7
2025
Q3 		$4.01M Buy
81,017
+524
+0.7% +$26.4K 2.73% 11
2025
Q2 		$3.84M Buy
80,493
+5,162
+7% +$231K 2.86% 11
2025
Q1 		$3.54M Buy
75,331
+23,104
+44% +$1.08M 3.46% 11
2024
Q4 		$2.35M Buy
52,227
+23,333
+81% +$1.21M 2.26% 13
2024
Q3 		$1.68M Buy
28,894
+5,783
+25% +$339K 1.34% 24
2024
Q2 		$1.26M Buy
23,111
+2,010
+10% +$113K 1.2% 31
2024
Q1 		$1.22M Buy
+21,101
New +$1.16M 0.91% 35

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accordant Advisory Group's JOE Position: Q1 2026 in Review

Accordant Advisory Group increased its St. Joe Company (JOE) stake by 0.48% in Q1 2026, buying an estimated $31.1K and bringing the position to 97,515 shares worth $6.12M. The position accounts for 3.79% of the portfolio, ranked #10.

Accordant Advisory Group first reported a position in JOE in Q1 2024 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

  • Accordant Advisory Group held 97,515 shares of St. Joe Company worth $6.12M as of Q1 2026.
  • Accordant Advisory Group bought 464 St. Joe Company shares in Q1 2026, an estimated $31.1K.
  • St. Joe Company made up 3.79% of Accordant Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Accordant Advisory Group first reported a position in St. Joe Company in Q1 2024 and has held it in 9 quarters since.
  • 318 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.