Root Financial Partners
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
Q3 		$10.9K Buy
+166
New +$10.7K ﹤0.01% 1872
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management New York $7.94B AUM 17.78% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $149M AUM 21.98% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.1B AUM 23.88% 1-Year Est. Return

Root Financial Partners's JOE Position: Q3 2026 in Review

Root Financial Partners opened a new position in St. Joe Company (JOE) in Q3 2026: 166 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #1872 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JOE as recently as Q1 2026.

Root Financial Partners first reported a position in JOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.3K in Q1 2026. 254 funds tracked by Wall St. Rank hold JOE as of Q3 2026.

  • Root Financial Partners held 166 shares of St. Joe Company worth $10.9K as of Q3 2026.
  • St. Joe Company was a new Root Financial Partners position in Q3 2026.
  • St. Joe Company made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1872 holding.
  • Root Financial Partners first reported a position in St. Joe Company in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's St. Joe Company position peaked at $11.3K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held St. Joe Company as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.