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Legacy Capital Group California’s St. Joe Company JOE Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-6,182
Closed -$295K – 345
2025
Q2 		$295K Buy
6,182
+612
+11% +$27.4K 0.08% 267
2025
Q1 		$262K Buy
5,570
+671
+14% +$31.4K 0.09% 262
2024
Q4 		$220K Buy
4,899
+540
+12% +$27.9K 0.07% 302
2024
Q3 		$254K Buy
+4,359
New +$255K 0.08% 262

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Legacy Capital Group California's JOE Position: Q3 2025 in Review

Legacy Capital Group California sold out of St. Joe Company (JOE) in Q3 2025, closing a stake of 6,182 shares — an estimated $295K sold.

Legacy Capital Group California first reported a position in JOE in Q3 2024 and held it in 4 quarters. The position peaked at $295K in Q2 2025. 275 funds tracked by Wall St. Rank hold JOE as of Q3 2025.

  • Legacy Capital Group California reported no remaining St. Joe Company position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 6,182 St. Joe Company shares in Q3 2025, an estimated $295K.
  • Legacy Capital Group California first reported a position in St. Joe Company in Q3 2024 and held it in 4 quarters.
  • Legacy Capital Group California's St. Joe Company position peaked at $295K in Q2 2025.
  • 275 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.