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Financial Services Advisory’s Joby Aviation JOBY Stock Holding History

Financial Services Advisory’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
Q1 		$94.7K Hold
11,460
– – 0.05% 57
2025
Q4 		$151K Buy
11,460
+1,460
+15% +$22.4K 0.05% 63
2025
Q3 		$161K Buy
+10,000
New +$152K 0.06% 66

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $2.44B AUM 10.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
IC
Intel Corp Santa Clara, California $470M AUM 21.74% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Services Advisory's JOBY Position: Q1 2026 in Review

Financial Services Advisory held its Joby Aviation (JOBY) position steady in Q1 2026 at 11,460 shares worth $94.7K. The position accounts for 0.05% of the portfolio, ranked #57.

Financial Services Advisory first reported a position in JOBY in Q3 2025 and has held it in 3 quarters since. The position peaked at $161K in Q3 2025. 522 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

  • Financial Services Advisory held 11,460 shares of Joby Aviation worth $94.7K as of Q1 2026.
  • Financial Services Advisory left its Joby Aviation share count unchanged in Q1 2026.
  • Joby Aviation made up 0.05% of Financial Services Advisory's portfolio in Q1 2026, its #57 holding.
  • Financial Services Advisory first reported a position in Joby Aviation in Q3 2025 and has held it in 3 quarters since.
  • Financial Services Advisory's Joby Aviation position peaked at $161K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.