SageView Advisory Group’s St. Joe Company JOE Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-110	Closed	-$6.53K	–	1544
2025 Q4	$6.53K	Buy	+110	New	+$6.16K	﹤0.01%	1872

Other funds holding JOE

FCM

Fairholme Capital Management South Miami, Florida $1.49B AUM 28.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SageView Advisory Group's JOE Position: Q1 2026 in Review

SageView Advisory Group sold out of St. Joe Company (JOE) in Q1 2026, closing a stake of 110 shares — an estimated $6.53K sold.

SageView Advisory Group first reported a position in JOE in Q4 2025 and held it in 1 quarter. The position peaked at $6.53K in Q4 2025. 320 funds tracked by Wall St. Rank hold JOE as of Q1 2026.

SageView Advisory Group reported no remaining St. Joe Company position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 110 St. Joe Company shares in Q1 2026, an estimated $6.53K.
SageView Advisory Group first reported a position in St. Joe Company in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's St. Joe Company position peaked at $6.53K in Q4 2025.
320 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.