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Kestra Advisory Services’s St. Joe Company JOE Stock Holding History

Kestra Advisory Services’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 		– Sell
-547
Closed -$32.5K – 3779
2025
Q4 		$32.5K Buy
+547
New +$30.6K ﹤0.01% 4244

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $19.5B 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

Kestra Advisory Services's JOE Position: Q1 2026 in Review

Kestra Advisory Services sold out of St. Joe Company (JOE) in Q1 2026, closing a stake of 547 shares — an estimated $32.5K sold.

Kestra Advisory Services first reported a position in JOE in Q4 2025 and held it in 1 quarter. The position peaked at $32.5K in Q4 2025. 318 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

  • Kestra Advisory Services reported no remaining St. Joe Company position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 547 St. Joe Company shares in Q1 2026, an estimated $32.5K.
  • Kestra Advisory Services first reported a position in St. Joe Company in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's St. Joe Company position peaked at $32.5K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.