Key Financial Inc’s St. Joe Company JOE Stock Holding History

Key Financial Inc’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
2025 Q2	–	Sell	-100	Closed	-$4.7K	–	1458
2025 Q1	$4.7K	Buy	+100	New	+$4.68K	﹤0.01%	1008

Other funds holding JOE

FCM

Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Key Financial Inc's JOE Position: Q2 2025 in Review

Key Financial Inc sold out of St. Joe Company (JOE) in Q2 2025, closing a stake of 100 shares — an estimated $4.7K sold.

Key Financial Inc first reported a position in JOE in Q1 2025 and held it in 1 quarter. The position peaked at $4.7K in Q1 2025. 271 funds tracked by Wall St. Rank hold JOE as of Q2 2025.

Key Financial Inc reported no remaining St. Joe Company position as of Q2 2025 after selling out during the quarter.
Key Financial Inc sold 100 St. Joe Company shares in Q2 2025, an estimated $4.7K.
Key Financial Inc first reported a position in St. Joe Company in Q1 2025 and held it in 1 quarter.
Key Financial Inc's St. Joe Company position peaked at $4.7K in Q1 2025.
271 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2025.

Based on Key Financial Inc's 13F filing for Q2 2025, filed 5 Aug 2025.