DWM
JOE icon

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

Dogwood 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 		$1.38K Hold
22
– – ﹤0.01% 728
2026
Q1 		$1.38K Buy
+22
New +$1.47K ﹤0.01% 712

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management held its St. Joe Company (JOE) position steady in Q2 2026 at 22 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Dogwood Wealth Management first reported a position in JOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.38K in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Dogwood Wealth Management held 22 shares of St. Joe Company worth $1.38K as of Q2 2026.
  • Dogwood Wealth Management left its St. Joe Company share count unchanged in Q2 2026.
  • St. Joe Company made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #728 holding.
  • Dogwood Wealth Management first reported a position in St. Joe Company in Q1 2026 and has held it in 2 quarters since.
  • Dogwood Wealth Management's St. Joe Company position peaked at $1.38K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.