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Clearstead Advisors’s St. Joe Company JOE Stock Holding History

Clearstead 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 		$689 Buy
+11
New +$722 ﹤0.01% 2830
2025
Q4 		– Sell
-284
Closed -$14.1K – 3014
2025
Q3 		$14.1K Buy
284
+34
+14% +$1.71K ﹤0.01% 1796
2025
Q2 		$11.9K Buy
+250
New +$11.2K ﹤0.01% 1832

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

Clearstead Advisors's JOE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in St. Joe Company (JOE) in Q2 2026: 11 shares worth $689. The stake represents ﹤0.01% of the portfolio and ranks #2830 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JOE as recently as Q3 2025.

Clearstead Advisors first reported a position in JOE in Q2 2025 and has held it in 3 quarters since. The position peaked at $14.1K in Q3 2025. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Clearstead Advisors held 11 shares of St. Joe Company worth $689 as of Q2 2026.
  • St. Joe Company was a new Clearstead Advisors position in Q2 2026.
  • St. Joe Company made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2830 holding.
  • Clearstead Advisors first reported a position in St. Joe Company in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's St. Joe Company position peaked at $14.1K in Q3 2025.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.