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Basecamp Wealth Advisors’s St. Joe Company JOE Stock Holding History

Basecamp Wealth Advisors’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 		$9.64K Sell
154
-23
-13% -$1.51K ﹤0.01% 1017
2026
Q1 		$11.1K Buy
177
+23
+15% +$1.54K ﹤0.01% 995
2025
Q4 		$9.14K Buy
+154
New +$8.63K ﹤0.01% 988

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 $3.37T AUM 44.26% 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

Basecamp Wealth Advisors's JOE Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its St. Joe Company (JOE) stake by 13% in Q2 2026, selling an estimated $1.51K and leaving 154 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Basecamp Wealth Advisors first reported a position in JOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.1K in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Basecamp Wealth Advisors held 154 shares of St. Joe Company worth $9.64K as of Q2 2026.
  • Basecamp Wealth Advisors sold 23 St. Joe Company shares in Q2 2026, an estimated $1.51K.
  • St. Joe Company made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1017 holding.
  • Basecamp Wealth Advisors first reported a position in St. Joe Company in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's St. Joe Company position peaked at $11.1K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.