NATIONS FINANCIAL GROUP INC, /IA/ /ADV JOE — ST JOE CO COM

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  7 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported ST JOE CO COM (JOE) in 7 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q1. The latest visible filing shows JOE at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in ST JOE CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JOE was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JOE stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held JOE — position size vs. price
% of Fund (quarterly)    JOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 10,000 +300 +3.1% 0.03% $626K 2026-07-23 $61.99
2026 Q1 ADDED — — — 9,700 +3,000 +44.8% 0.03% $609K 2026-04-15 $66.66
2025 Q4 REDUCED 74.1% +6.0% ❌ 6,700 -19,200 -74.1% 0.02% $398K 2026-01-26 $63.94
2025 Q1 ADDED — — — 25,900 +3,000 +13.1% 0.09% $1.2M 2025-05-13 $45.40
2024 Q4 ADDED — — — 22,900 +17,300 +308.9% 0.08% $1.0M 2025-01-30 $48.09
2024 Q3 UNCHANGED — — — 5,600 — 0% 0.02% $327K 2024-11-04 $50.29
2024 Q2 INITIATED — — — 5,600 — — 0.03% $306K 2024-07-29 $61.15

🏢 Other funds also holding JOE

As of 2026 Q2 — sorted by position size

FAIRHOLME CAPITAL MANAGEMENT LLC 3Y 7Y 76.43% Nitor Capital Management LLC 22.26% Praetorian PR LLC 3Y 13.47% Diversified Investment Strategies, LLC 3Y 7Y 10.54% Accordant Advisory Group Inc 4.25% Intrinsic Value Partners, LLC 3Y 3.9% Gem Investment Advisors, LLC 3.12% Rye Brook Capital LLC 3Y 3.01% Front Street Capital Management, Inc. 3Y 7Y 1.93% RMR Capital Management, LLC 1.85%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and JOE

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning JOE?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported JOE across 7 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported JOE position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for JOE was 0.09% in 2025 Q1.

What is the latest reported JOE position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 10,000 shares, equal to 0.03% of portfolio, with an estimated market value of $626K.

What does the chart on this JOE ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly JOE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their JOE position?

Based on 13F filing dates vs. subsequent JOE price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on JOE relative to SPY over the holding period was -31.4%.

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