IAA
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Independent Advisor Alliance’s St. Joe Company JOE Stock Holding History

Independent Advisor Alliance’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
Q1 		$533K Sell
8,481
-50
-0.6% -$3.35K 0.01% 1091
2025
Q4 		$506K Sell
8,531
-331
-4% -$18.5K 0.01% 646
2025
Q3 		$438K Sell
8,862
-16
-0.2% -$807 0.01% 663
2025
Q2 		$423K Sell
8,878
-442
-5% -$19.8K 0.01% 635
2025
Q1 		$438K Buy
9,320
+1,682
+22% +$78.7K 0.01% 558
2024
Q4 		$343K Buy
+7,638
New +$395K ﹤0.01% 1081
2022
Q2 		– Sell
-5,827
Closed -$345K – 664
2022
Q1 		$345K Sell
5,827
-950
-14% -$49.1K 0.02% 482
2021
Q4 		$353K Buy
6,777
+500
+8% +$24.2K 0.02% 484
2021
Q3 		$264K Buy
6,277
+495
+9% +$21.8K 0.01% 519
2021
Q2 		$258K Buy
+5,782
New +$261K 0.01% 537

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return