IAA
JOE icon

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
Q2 		$501K Sell
8,006
-475
-6% -$31.2K 0.01% 665
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 $1.49B 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

Independent Advisor Alliance's JOE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its St. Joe Company (JOE) stake by 5.6% in Q2 2026, selling an estimated $31.2K and leaving 8,006 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #665.

Independent Advisor Alliance first reported a position in JOE in Q2 2021 and has held it in 11 quarters since. The position peaked at $533K in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Independent Advisor Alliance held 8,006 shares of St. Joe Company worth $501K as of Q2 2026.
  • Independent Advisor Alliance sold 475 St. Joe Company shares in Q2 2026, an estimated $31.2K.
  • St. Joe Company made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #665 holding.
  • Independent Advisor Alliance first reported a position in St. Joe Company in Q2 2021 and has held it in 11 quarters since.
  • Independent Advisor Alliance's St. Joe Company position peaked at $533K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.