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Circle Wealth Management’s St. Joe Company JOE Stock Holding History

Circle Wealth Management’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 		– Sell
-7,000
Closed -$440K – 269
2026
Q1 		$440K Buy
+7,000
New +$469K 0.01% 209

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

Circle Wealth Management's JOE Position: Q2 2026 in Review

Circle Wealth Management sold out of St. Joe Company (JOE) in Q2 2026, closing a stake of 7,000 shares — an estimated $440K sold.

Circle Wealth Management first reported a position in JOE in Q1 2026 and held it in 1 quarter. The position peaked at $440K in Q1 2026. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Circle Wealth Management reported no remaining St. Joe Company position as of Q2 2026 after selling out during the quarter.
  • Circle Wealth Management sold 7,000 St. Joe Company shares in Q2 2026, an estimated $440K.
  • Circle Wealth Management first reported a position in St. Joe Company in Q1 2026 and held it in 1 quarter.
  • Circle Wealth Management's St. Joe Company position peaked at $440K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.