Prospera Financial Services
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Prospera Financial Services’s St. Joe Company JOE Stock Holding History

Prospera Financial 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
Q3 		– Sell
-7,750
Closed -$485K – 1574
2026
Q2 		$485K Sell
7,750
-2,650
-25% -$174K 0.01% 1054
2026
Q1 		$653K Sell
10,400
-11,070
-52% -$741K 0.01% 895
2025
Q4 		$1.27M Sell
21,470
-24,761
-54% -$1.39M 0.02% 610
2025
Q3 		$2.29M Sell
46,231
-389
-0.8% -$19.6K 0.04% 444
2025
Q2 		$2.22M Buy
+46,620
New +$2.08M 0.04% 441

Other funds holding JOE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $154M AUM 22.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Prospera Financial Services's JOE Position: Q3 2026 in Review

Prospera Financial Services sold out of St. Joe Company (JOE) in Q3 2026, closing a stake of 7,750 shares — an estimated $485K sold.

Prospera Financial Services first reported a position in JOE in Q2 2025 and held it in 5 quarters. The position peaked at $2.29M in Q3 2025. 176 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

  • Prospera Financial Services reported no remaining St. Joe Company position as of Q3 2026 after selling out during the quarter.
  • Prospera Financial Services sold 7,750 St. Joe Company shares in Q3 2026, an estimated $485K.
  • Prospera Financial Services first reported a position in St. Joe Company in Q2 2025 and held it in 5 quarters.
  • Prospera Financial Services's St. Joe Company position peaked at $2.29M in Q3 2025.
  • 176 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.