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Summit Financial’s St. Joe Company JOE Stock Holding History

Summit Financial’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
2025
Q4 		– Sell
-5,120
Closed -$253K – 1310
2025
Q3 		$253K Buy
+5,120
New +$258K ﹤0.01% 1125

Other funds holding JOE

FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

Summit Financial's JOE Position: Q4 2025 in Review

Summit Financial sold out of St. Joe Company (JOE) in Q4 2025, closing a stake of 5,120 shares — an estimated $253K sold.

Summit Financial first reported a position in JOE in Q3 2025 and held it in 1 quarter. The position peaked at $253K in Q3 2025. 296 funds tracked by Wall St. Rank hold JOE as of Q4 2025.

  • Summit Financial reported no remaining St. Joe Company position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 5,120 St. Joe Company shares in Q4 2025, an estimated $253K.
  • Summit Financial first reported a position in St. Joe Company in Q3 2025 and held it in 1 quarter.
  • Summit Financial's St. Joe Company position peaked at $253K in Q3 2025.
  • 296 funds tracked by Wall St. Rank held St. Joe Company as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.