Sage Investment Counsel’s St. Joe Company JOE Stock Holding History

Sage Investment Counsel’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	$326K	Hold	5,200	–	–	0.33%	77
2026 Q1	$327K	Hold	5,200	–	–	0.36%	73
2025 Q4	$309K	Hold	5,200	–	–	0.34%	86
2025 Q3	$257K	Buy	5,200 +200	+4%	+$10.1K	0.29%	93
2025 Q2	$239K	Buy	5,000 +300	+6%	+$13.4K	0.28%	92
2025 Q1	$221K	Buy	+4,700	New	+$220K	0.28%	94

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 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

Sage Investment Counsel's JOE Position: Q2 2026 in Review

Sage Investment Counsel held its St. Joe Company (JOE) position steady in Q2 2026 at 5,200 shares worth $326K. The position accounts for 0.33% of the portfolio, ranked #77.

Sage Investment Counsel first reported a position in JOE in Q1 2025 and has held it in 6 quarters since. The position peaked at $327K in Q1 2026. 97 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

Sage Investment Counsel held 5,200 shares of St. Joe Company worth $326K as of Q2 2026.
Sage Investment Counsel left its St. Joe Company share count unchanged in Q2 2026.
St. Joe Company made up 0.33% of Sage Investment Counsel's portfolio in Q2 2026, its #77 holding.
Sage Investment Counsel first reported a position in St. Joe Company in Q1 2025 and has held it in 6 quarters since.
Sage Investment Counsel's St. Joe Company position peaked at $327K in Q1 2026.
97 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.