RFP
JOE icon

Root Financial Partners’s St. Joe Company JOE Stock Holding History

Root Financial Partners’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 		– Sell
-180
Closed -$11.3K – 1856
2026
Q1 		$11.3K Buy
180
+51
+40% +$3.41K ﹤0.01% 1624
2025
Q4 		$7.66K Buy
129
+25
+24% +$1.4K ﹤0.01% 1618
2025
Q3 		$5.15K Buy
+104
New +$5.24K ﹤0.01% 1713

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

Root Financial Partners's JOE Position: Q2 2026 in Review

Root Financial Partners sold out of St. Joe Company (JOE) in Q2 2026, closing a stake of 180 shares — an estimated $11.3K sold.

Root Financial Partners first reported a position in JOE in Q3 2025 and held it in 3 quarters. The position peaked at $11.3K in Q1 2026. 320 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Root Financial Partners reported no remaining St. Joe Company position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 180 St. Joe Company shares in Q2 2026, an estimated $11.3K.
  • Root Financial Partners first reported a position in St. Joe Company in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's St. Joe Company position peaked at $11.3K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.