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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

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
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
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
RBC
Rye Brook Capital Greenwich, Connecticut $143M AUM 33.65% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 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. 77 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.
  • 77 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.