Jones Financial Companies
JOE icon

Jones Financial Companies’s St. Joe Company JOE Stock Holding History

Jones Financial Companies’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 		$56K Buy
911
+96
+12% +$6.42K ﹤0.01% 2914
2025
Q4 		$48.4K Buy
815
+349
+75% +$19.5K ﹤0.01% 2540
2025
Q3 		$23K Buy
466
+137
+42% +$6.91K ﹤0.01% 2719
2025
Q2 		$16.2K Buy
329
+4
+1% +$179 ﹤0.01% 2689
2025
Q1 		$15.1K Buy
325
+125
+63% +$5.85K ﹤0.01% 2532
2024
Q4 		$8.99K Buy
+200
New +$10.3K ﹤0.01% 2566
2022
Q1 		– Sell
-90
Closed -$5K – 770
2021
Q4 		$5K Hold
90
– – ﹤0.01% 650
2021
Q3 		$4K Hold
90
– – ﹤0.01% 591
2021
Q2 		$4K Hold
90
– – ﹤0.01% 574
2021
Q1 		$4K Buy
+90
New +$4.3K ﹤0.01% 654

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