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

Vest 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
2026
Q2 		$1.85M Buy
+29,515
New +$1.94M 0.02% 344

Other funds holding JOE

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
PK
Pflug Koory Omaha, Nebraska $250M AUM 42.29% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vest Financial's JOE Position: Q2 2026 in Review

Vest Financial opened a new position in St. Joe Company (JOE) in Q2 2026: 29,515 shares worth $1.85M. The stake represents 0.02% of the portfolio and ranks #344 among its holdings.

65 funds tracked by Wall St. Rank hold JOE as of Q2 2026.

  • Vest Financial held 29,515 shares of St. Joe Company worth $1.85M as of Q2 2026.
  • St. Joe Company was a new Vest Financial position in Q2 2026.
  • St. Joe Company made up 0.02% of Vest Financial's portfolio in Q2 2026, its #344 holding.
  • 65 funds tracked by Wall St. Rank held St. Joe Company as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.