MassMutual Private Wealth & Trust’s St. Joe Company JOE Stock Holding History

MassMutual Private Wealth & Trust’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	$4.2K	Hold	67	–	–	﹤0.01%	1747
2026 Q1	$4.21K	Hold	67	–	–	﹤0.01%	1748
2025 Q4	$3.98K	Hold	67	–	–	﹤0.01%	1773
2025 Q3	$3.31K	Hold	67	–	–	﹤0.01%	1833
2025 Q2	$3.2K	Sell	67 -105	-61%	-$4.7K	﹤0.01%	1798
2025 Q1	$8.07K	Buy	172 +97	+129%	+$4.54K	﹤0.01%	1380
2024 Q4	$3.37K	Buy	75 +31	+70%	+$1.6K	﹤0.01%	1676
2024 Q3	$2.57K	Sell	44 -18	-29%	-$1.05K	﹤0.01%	1584
2024 Q2	$3.39K	Buy	62 +31	+100%	+$1.75K	﹤0.01%	1454
2024 Q1	$1.8K	Buy	31 +1	+3%	+$55	﹤0.01%	1580
2023 Q4	$1.8K	Hold	30	–	–	﹤0.01%	1533
2023 Q3	$1.63K	Hold	30	–	–	﹤0.01%	1555
2023 Q2	$1.45K	Hold	30	–	–	﹤0.01%	1561
2023 Q1	$1.25K	Hold	30	–	–	﹤0.01%	1546
2022 Q4	$1K	Sell	30 -17	-36%	-$609	﹤0.01%	1473
2022 Q3	$2K	Sell	47 -23	-33%	-$891	﹤0.01%	1227
2022 Q2	$3K	Buy	+70	New	+$3.49K	﹤0.01%	1048

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 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

MassMutual Private Wealth & Trust's JOE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its St. Joe Company (JOE) position steady in Q2 2026 at 67 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

MassMutual Private Wealth & Trust first reported a position in JOE in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.07K in Q1 2025. 88 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

MassMutual Private Wealth & Trust held 67 shares of St. Joe Company worth $4.2K as of Q2 2026.
MassMutual Private Wealth & Trust left its St. Joe Company share count unchanged in Q2 2026.
St. Joe Company made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1747 holding.
MassMutual Private Wealth & Trust first reported a position in St. Joe Company in Q2 2022 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's St. Joe Company position peaked at $8.07K in Q1 2025.
88 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.