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EverSource Wealth Advisors’s St. Joe Company JOE Stock Holding History

EverSource Wealth 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 		$33.5K Sell
535
-312
-37% -$20.5K ﹤0.01% 2057
2026
Q1 		$53.2K Buy
847
+168
+25% +$11.2K ﹤0.01% 1832
2025
Q4 		$40.3K Buy
679
+193
+40% +$10.8K ﹤0.01% 1897
2025
Q3 		$24K Sell
486
-166
-25% -$8.37K ﹤0.01% 2234
2025
Q2 		$31.1K Buy
652
+397
+156% +$17.8K ﹤0.01% 1957
2025
Q1 		$12K Sell
255
-833
-77% -$39K ﹤0.01% 2013
2024
Q4 		$48.9K Buy
1,088
+11
+1% +$569 ﹤0.01% 1196
2024
Q3 		$62.8K Sell
1,077
-24
-2% -$1.41K ﹤0.01% 971
2024
Q2 		$67.9K Buy
1,101
+512
+87% +$28.8K ﹤0.01% 952
2024
Q1 		$33.7K Buy
589
+427
+264% +$23.6K ﹤0.01% 1137
2023
Q4 		$9.76K Sell
162
-1
-0.6% -$53 ﹤0.01% 1567
2023
Q3 		$8.86K Buy
163
+48
+42% +$2.77K ﹤0.01% 1467
2023
Q2 		$5.56K Buy
115
+13
+13% +$566 ﹤0.01% 1689
2023
Q1 		$4.24K Buy
+102
New +$4.37K ﹤0.01% 1702

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

EverSource Wealth Advisors's JOE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its St. Joe Company (JOE) stake by 37% in Q2 2026, selling an estimated $20.5K and leaving 535 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

EverSource Wealth Advisors first reported a position in JOE in Q1 2023 and has held it in 14 quarters since. The position peaked at $67.9K in Q2 2024. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • EverSource Wealth Advisors held 535 shares of St. Joe Company worth $33.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 312 St. Joe Company shares in Q2 2026, an estimated $20.5K.
  • St. Joe Company made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2057 holding.
  • EverSource Wealth Advisors first reported a position in St. Joe Company in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's St. Joe Company position peaked at $67.9K in Q2 2024.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.