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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
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

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

Prospera Financial Services's JOE Position: Q2 2026 in Review

Prospera Financial Services reduced its St. Joe Company (JOE) stake by 25% in Q2 2026, selling an estimated $174K and leaving 7,750 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #1054.

Prospera Financial Services first reported a position in JOE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.29M in Q3 2025. 321 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Prospera Financial Services held 7,750 shares of St. Joe Company worth $485K as of Q2 2026.
  • Prospera Financial Services sold 2,650 St. Joe Company shares in Q2 2026, an estimated $174K.
  • St. Joe Company made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1054 holding.
  • Prospera Financial Services first reported a position in St. Joe Company in Q2 2025 and has held it in 5 quarters since.
  • Prospera Financial Services's St. Joe Company position peaked at $2.29M in Q3 2025.
  • 321 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.