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Integrated Wealth Concepts’s St. Joe Company JOE Stock Holding History

Integrated Wealth Concepts’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 		$117K Buy
+1,874
New +$123K ﹤0.01% 2695

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's JOE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in St. Joe Company (JOE) in Q2 2026: 1,874 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #2695 among its holdings.

320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Integrated Wealth Concepts held 1,874 shares of St. Joe Company worth $117K as of Q2 2026.
  • St. Joe Company was a new Integrated Wealth Concepts position in Q2 2026.
  • St. Joe Company made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2695 holding.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.