Universal-Beteiligungs- und Servicegesellschaft
JOE icon

Universal-Beteiligungs- und Servicegesellschaft’s St. Joe Company JOE Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$382K Buy
6,106
+716
+13% +$47K ﹤0.01% 1866
2026
Q1 		$338K Hold
5,390
– – ﹤0.01% 1833
2025
Q4 		$320K Sell
5,390
-2,291
-30% -$128K ﹤0.01% 1838
2025
Q3 		$380K Buy
+7,681
New +$387K ﹤0.01% 1830

Other funds holding JOE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NCM
Nitor Capital Management Englewood Cliffs, New Jersey $148M AUM
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's JOE Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its St. Joe Company (JOE) stake by 13% in Q2 2026, buying an estimated $47K and bringing the position to 6,106 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JOE in Q3 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 6,106 shares of St. Joe Company worth $382K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 716 St. Joe Company shares in Q2 2026, an estimated $47K.
  • St. Joe Company made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1866 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in St. Joe Company in Q3 2025 and has held it in 4 quarters since.
  • 192 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.