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Allworth Financial’s Joby Aviation JOBY Stock Holding History

Allworth Financial’s Portfolio JOBY Stock Details JOBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138K Buy
15,508
+673
+5% +$6.5K ﹤0.01% 1735
2026
Q1 		$123K Buy
14,835
+4,888
+49% +$55.1K ﹤0.01% 1713
2025
Q4 		$131K Sell
9,947
-19,695
-66% -$302K ﹤0.01% 1579
2025
Q3 		$478K Buy
29,642
+22,445
+312% +$341K ﹤0.01% 908
2025
Q2 		$75.9K Buy
7,197
+763
+12% +$5.52K ﹤0.01% 1693
2025
Q1 		$41.7K Buy
6,434
+1,459
+29% +$10.9K ﹤0.01% 1649
2024
Q4 		$43.6K Buy
4,975
+3,320
+201% +$22K ﹤0.01% 1644
2024
Q3 		$8.32K Buy
1,655
+38
+2% +$207 ﹤0.01% 2342
2024
Q2 		$10.6K Buy
+1,617
New +$8.05K ﹤0.01% 2199
2024
Q1 		– Sell
-598
Closed -$3.98K – 3647
2023
Q4 		$3.98K Buy
598
+351
+142% +$2.16K ﹤0.01% 2365
2023
Q3 		$1.59K Buy
+247
New +$1.95K ﹤0.01% 2651
2023
Q2 		– Sell
-247
Closed -$1.07K – 3321
2023
Q1 		$1.07K Buy
+247
New +$1.02K ﹤0.01% 2642

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Allworth Financial's JOBY Position: Q2 2026 in Review

Allworth Financial increased its Joby Aviation (JOBY) stake by 4.5% in Q2 2026, buying an estimated $6.5K and bringing the position to 15,508 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Allworth Financial first reported a position in JOBY in Q1 2023 and has held it in 12 quarters since. The position peaked at $478K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Allworth Financial held 15,508 shares of Joby Aviation worth $138K as of Q2 2026.
  • Allworth Financial bought 673 Joby Aviation shares in Q2 2026, an estimated $6.5K.
  • Joby Aviation made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1735 holding.
  • Allworth Financial first reported a position in Joby Aviation in Q1 2023 and has held it in 12 quarters since.
  • Allworth Financial's Joby Aviation position peaked at $478K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.