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Allworth Financial’s St. Joe Company JOE Stock Holding History

Allworth Financial’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
Q2 		$23.4K Buy
373
+126
+51% +$8.27K ﹤0.01% 3073
2026
Q1 		$15.5K Buy
247
+102
+70% +$6.83K ﹤0.01% 3176
2025
Q4 		$8.61K Buy
145
+23
+19% +$1.29K ﹤0.01% 3374
2025
Q3 		$6.04K Buy
122
+47
+63% +$2.37K ﹤0.01% 3443
2025
Q2 		$3.58K Buy
75
+49
+188% +$2.19K ﹤0.01% 3447
2025
Q1 		$1.1K Sell
26
-4
-13% -$187 ﹤0.01% 3436
2024
Q4 		$1.42K Buy
30
+9
+43% +$466 ﹤0.01% 3280
2024
Q3 		$1.23K Hold
21
– – ﹤0.01% 3151
2024
Q2 		$1.27K Hold
21
– – ﹤0.01% 3084
2024
Q1 		$1.22K Hold
21
– – ﹤0.01% 3015
2023
Q4 		$1.26K Hold
21
– – ﹤0.01% 2873
2023
Q3 		$1.14K Buy
+21
New +$1.21K ﹤0.01% 2801
2022
Q3 		– Sell
-5
Closed – – 2878
2022
Q2 		$0 Buy
+5
New +$249 ﹤0.01% 2592

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allworth Financial's JOE Position: Q2 2026 in Review

Allworth Financial increased its St. Joe Company (JOE) stake by 51% in Q2 2026, buying an estimated $8.27K and bringing the position to 373 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Allworth Financial first reported a position in JOE in Q2 2022 and has held it in 13 quarters since. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Allworth Financial held 373 shares of St. Joe Company worth $23.4K as of Q2 2026.
  • Allworth Financial bought 126 St. Joe Company shares in Q2 2026, an estimated $8.27K.
  • St. Joe Company made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3073 holding.
  • Allworth Financial first reported a position in St. Joe Company in Q2 2022 and has held it in 13 quarters since.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.