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LRI Investments’s St. Joe Company JOE Stock Holding History

LRI Investments’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 		$188 Buy
+3
New +$197 ﹤0.01% 1745

Other funds holding JOE

DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AAG
Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return
IVP
Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

LRI Investments's JOE Position: Q2 2026 in Review

LRI Investments opened a new position in St. Joe Company (JOE) in Q2 2026: 3 shares worth $188. The stake represents ﹤0.01% of the portfolio and ranks #1745 among its holdings.

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

  • LRI Investments held 3 shares of St. Joe Company worth $188 as of Q2 2026.
  • St. Joe Company was a new LRI Investments position in Q2 2026.
  • St. Joe Company made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1745 holding.
  • 86 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.