Essential Partners’s St. Joe Company JOE Stock Holding History

Essential Partners’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	$17K	Sell	258 -41	-14%	-$2.65K	0.01%	973
2026 Q2	$18.7K	Sell	299 -67	-18%	-$4.4K	0.01%	936
2026 Q1	$23K	Hold	366	–	–	0.01%	873
2025 Q4	$21.7K	Sell	366 -21	-5%	-$1.18K	0.01%	874
2025 Q3	$19.1K	Buy	387 +53	+16%	+$2.67K	0.01%	904
2025 Q2	$15.9K	Buy	+334	New	+$14.9K	0.01%	734

Other funds holding JOE

RBC

Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CIG

Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's JOE Position: Q3 2026 in Review

Essential Partners reduced its St. Joe Company (JOE) stake by 14% in Q3 2026, selling an estimated $2.65K and leaving 258 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #973.

Essential Partners first reported a position in JOE in Q2 2025 and has held it in 6 quarters since. The position peaked at $23K in Q1 2026. 26 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

Essential Partners held 258 shares of St. Joe Company worth $17K as of Q3 2026.
Essential Partners sold 41 St. Joe Company shares in Q3 2026, an estimated $2.65K.
St. Joe Company made up 0.01% of Essential Partners's portfolio in Q3 2026, its #973 holding.
Essential Partners first reported a position in St. Joe Company in Q2 2025 and has held it in 6 quarters since.
Essential Partners's St. Joe Company position peaked at $23K in Q1 2026.
26 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.