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Concurrent Investment Advisors’s Joby Aviation JOBY Stock Holding History

Concurrent Investment Advisors’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 		$44.6K Hold
5,000
– – ﹤0.01% 2070
2026
Q1 		$41.3K Sell
5,000
-2,500
-33% -$28.2K ﹤0.01% 1881
2025
Q4 		$99K Hold
7,500
– – ﹤0.01% 1704
2025
Q3 		$121K Buy
+7,500
New +$114K ﹤0.01% 1410

Other funds holding JOBY

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Concurrent Investment Advisors's JOBY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Joby Aviation (JOBY) stake by 5.1% in Q2 2026, buying an estimated $42.7K and bringing the position to 91,282 shares worth $814K. The position accounts for 0.01% of the portfolio, ranked #1124.

Concurrent Investment Advisors first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Concurrent Investment Advisors held 91,282 shares of Joby Aviation worth $814K as of Q2 2026.
  • Concurrent Investment Advisors bought 4,419 Joby Aviation shares in Q2 2026, an estimated $42.7K.
  • Joby Aviation made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1124 holding.
  • Concurrent Investment Advisors first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.