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Plante Moran Financial Advisors’s St. Joe Company JOE Stock Holding History

Plante Moran Financial Advisors’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% 1473

Other funds holding JOE

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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Plante Moran Financial Advisors's JOE Position: Q2 2026 in Review

Plante Moran Financial Advisors 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 #1473 among its holdings.

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

  • Plante Moran Financial Advisors held 3 shares of St. Joe Company worth $188 as of Q2 2026.
  • St. Joe Company was a new Plante Moran Financial Advisors position in Q2 2026.
  • St. Joe Company made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1473 holding.
  • 141 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.