MAM
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Marquette Asset Management’s St. Joe Company JOE Stock Holding History

Marquette Asset Management’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
Q3 		$2.17K Hold
33
– – ﹤0.01% 523
2026
Q2 		$2.07K Hold
33
– – ﹤0.01% 601
2026
Q1 		$2.07K Hold
33
– – ﹤0.01% 532
2025
Q4 		$1.96K Buy
+33
New +$1.85K ﹤0.01% 485

Other funds holding JOE

RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $857M AUM 24.97% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Marquette Asset Management's JOE Position: Q3 2026 in Review

Marquette Asset Management held its St. Joe Company (JOE) position steady in Q3 2026 at 33 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Marquette Asset Management first reported a position in JOE in Q4 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

  • Marquette Asset Management held 33 shares of St. Joe Company worth $2.17K as of Q3 2026.
  • Marquette Asset Management left its St. Joe Company share count unchanged in Q3 2026.
  • St. Joe Company made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #523 holding.
  • Marquette Asset Management first reported a position in St. Joe Company in Q4 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.