Clearstead Advisors
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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
Q3 		$461 Sell
7
-4
-36% -$258 ﹤0.01% 2876
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
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
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Clearstead Advisors's JOE Position: Q3 2026 in Review

Clearstead Advisors reduced its St. Joe Company (JOE) stake by 36% in Q3 2026, selling an estimated $258 and leaving 7 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #2876.

Clearstead Advisors first reported a position in JOE in Q2 2025 and has held it in 4 quarters since. The position peaked at $14.1K in Q3 2025. 176 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

  • Clearstead Advisors held 7 shares of St. Joe Company worth $461 as of Q3 2026.
  • Clearstead Advisors sold 4 St. Joe Company shares in Q3 2026, an estimated $258.
  • St. Joe Company made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2876 holding.
  • Clearstead Advisors first reported a position in St. Joe Company in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's St. Joe Company position peaked at $14.1K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.