Bare Financial Services’s St. Joe Company JOE Stock Holding History

Bare Financial 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 Q3	$8.09K	Hold	123	–	–	﹤0.01%	715
2026 Q2	$7.7K	Sell	123 -16	-12%	-$1.05K	﹤0.01%	691
2026 Q1	$8.73K	Buy	139 +31	+29%	+$2.08K	﹤0.01%	419
2025 Q4	$6.41K	Buy	108 +23	+27%	+$1.29K	﹤0.01%	433
2025 Q3	$4.21K	Hold	85	–	–	﹤0.01%	612
2025 Q2	$4.05K	Buy	85 +70	+467%	+$3.13K	﹤0.01%	584
2025 Q1	$704	Buy	+15	New	+$702	﹤0.01%	643

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

Intrinsic Value Partners Phoenix, Arizona $149M AUM 28.04% 1-Year Est. Return

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

Bare Financial Services's JOE Position: Q3 2026 in Review

Bare Financial Services held its St. Joe Company (JOE) position steady in Q3 2026 at 123 shares worth $8.09K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Bare Financial Services first reported a position in JOE in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.73K in Q1 2026. 148 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

Bare Financial Services held 123 shares of St. Joe Company worth $8.09K as of Q3 2026.
Bare Financial Services left its St. Joe Company share count unchanged in Q3 2026.
St. Joe Company made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #715 holding.
Bare Financial Services first reported a position in St. Joe Company in Q1 2025 and has held it in 7 quarters since.
Bare Financial Services's St. Joe Company position peaked at $8.73K in Q1 2026.
148 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.