Farther Finance Advisors’s Joby Aviation JOBY Stock Holding History

Farther Finance 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 Q3	$221K	Buy	36,572 +13,816	+61%	+$100K	﹤0.01%	2219
2026 Q2	$203K	Buy	22,756 +1,262	+6%	+$12.2K	﹤0.01%	2225
2026 Q1	$178K	Buy	21,494 +725	+3%	+$8.17K	﹤0.01%	2099
2025 Q4	$274K	Buy	20,769 +8,738	+73%	+$134K	﹤0.01%	1702
2025 Q3	$194K	Buy	12,031 +5,632	+88%	+$85.5K	﹤0.01%	1624
2025 Q2	$67.5K	Buy	6,399 +228	+4%	+$1.65K	﹤0.01%	1979
2025 Q1	$36.6K	Buy	6,171 +100	+2%	+$749	﹤0.01%	2064
2024 Q4	$49.4K	Hold	6,071	–	–	﹤0.01%	1672
2024 Q3	$30.5K	Buy	6,071 +6	+0.1%	+$33	﹤0.01%	1890
2024 Q2	$29.5K	Hold	6,065	–	–	﹤0.01%	1627
2024 Q1	$31.2K	Sell	6,065 -84	-1%	-$476	﹤0.01%	1348
2023 Q4	$40.9K	Sell	6,149 -76	-1%	-$468	﹤0.01%	1112
2023 Q3	$40.2K	Buy	+6,225	New	+$49.1K	0.01%	842

Other funds holding JOBY

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Farther Finance Advisors's JOBY Position: Q3 2026 in Review

Farther Finance Advisors increased its Joby Aviation (JOBY) stake by 61% in Q3 2026, buying an estimated $100K and bringing the position to 36,572 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Farther Finance Advisors first reported a position in JOBY in Q3 2023 and has held it in 13 quarters since. The position peaked at $274K in Q4 2025. 26 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Farther Finance Advisors held 36,572 shares of Joby Aviation worth $221K as of Q3 2026.
Farther Finance Advisors bought 13,816 Joby Aviation shares in Q3 2026, an estimated $100K.
Joby Aviation made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2219 holding.
Farther Finance Advisors first reported a position in Joby Aviation in Q3 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Joby Aviation position peaked at $274K in Q4 2025.
26 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.