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Pinnacle Wealth Planning Services’s St. Joe Company JOE Stock Holding History

Pinnacle Wealth Planning Services’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 		$103K Sell
1,647
-140
-8% -$9.19K 0.01% 846
2026
Q1 		$112K Buy
1,787
+182
+11% +$12.2K 0.01% 736
2025
Q4 		$95.3K Buy
+1,605
New +$89.9K 0.01% 806
2021
Q1 		– Sell
-200
Closed -$9K – 1169
2020
Q4 		$9K Buy
+200
New +$6.37K ﹤0.01% 1427

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's JOE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its St. Joe Company (JOE) stake by 7.8% in Q2 2026, selling an estimated $9.19K and leaving 1,647 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #846.

Pinnacle Wealth Planning Services first reported a position in JOE in Q4 2020 and has held it in 4 quarters since. The position peaked at $112K in Q1 2026. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,647 shares of St. Joe Company worth $103K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 140 St. Joe Company shares in Q2 2026, an estimated $9.19K.
  • St. Joe Company made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #846 holding.
  • Pinnacle Wealth Planning Services first reported a position in St. Joe Company in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's St. Joe Company position peaked at $112K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.