AAS
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Annex Advisory Services’s St. Joe Company JOE Stock Holding History

Annex Advisory Services’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 		$1.87M Sell
29,918
-977
-3% -$64.1K 0.03% 162
2026
Q1 		$1.94M Sell
30,895
-1,281
-4% -$85.7K 0.04% 154
2025
Q4 		$1.91M Sell
32,176
-735
-2% -$41.2K 0.04% 157
2025
Q3 		$1.63M Sell
32,911
-5,627
-15% -$284K 0.03% 143
2025
Q2 		$1.84M Buy
38,538
+1,790
+5% +$80K 0.04% 131
2025
Q1 		$1.73M Sell
36,748
-5,908
-14% -$276K 0.05% 129
2024
Q4 		$1.92M Buy
42,656
+14,155
+50% +$732K 0.06% 123
2024
Q3 		$1.66M Buy
28,501
+7,105
+33% +$416K 0.05% 120
2024
Q2 		$1.17M Buy
21,396
+5,042
+31% +$284K 0.04% 128
2024
Q1 		$948K Buy
16,354
+1,131
+7% +$62.4K 0.03% 133
2023
Q4 		$916K Buy
15,223
+4,734
+45% +$249K 0.04% 125
2023
Q3 		$570K Buy
10,489
+4,767
+83% +$275K 0.03% 140
2023
Q2 		$277K Buy
+5,722
New +$249K 0.02% 205

Other funds holding JOE

IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return