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Cornerstone Planning Group’s St. Joe Company JOE Stock Holding History

Cornerstone Planning Group’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 		$2.91K Hold
47
– – ﹤0.01% 1225
2026
Q1 		$3.06K Hold
47
– – ﹤0.01% 1209
2025
Q4 		$3.04K Sell
47
-77
-62% -$4.31K ﹤0.01% 1100
2025
Q3 		$29.6K Buy
124
+77
+164% +$3.88K ﹤0.01% 475
2025
Q2 		$2.4K Hold
47
– – ﹤0.01% 889
2025
Q1 		$1.96K Buy
47
+15
+47% +$702 ﹤0.01% 991
2024
Q4 		$1.58K Buy
32
+25
+357% +$1.29K ﹤0.01% 849
2024
Q3 		$365 Buy
+7
New +$410 ﹤0.01% 1149

Other funds holding JOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

Cornerstone Planning Group's JOE Position: Q2 2026 in Review

Cornerstone Planning Group held its St. Joe Company (JOE) position steady in Q2 2026 at 47 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Cornerstone Planning Group first reported a position in JOE in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.6K in Q3 2025. 145 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Cornerstone Planning Group held 47 shares of St. Joe Company worth $2.91K as of Q2 2026.
  • Cornerstone Planning Group left its St. Joe Company share count unchanged in Q2 2026.
  • St. Joe Company made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1225 holding.
  • Cornerstone Planning Group first reported a position in St. Joe Company in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's St. Joe Company position peaked at $29.6K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.