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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
Q2 		$102K Hold
11,460
– – 0.03% 69
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Financial Services Advisory's JOBY Position: Q2 2026 in Review

Financial Services Advisory held its Joby Aviation (JOBY) position steady in Q2 2026 at 11,460 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #69.

Financial Services Advisory first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $161K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Financial Services Advisory held 11,460 shares of Joby Aviation worth $102K as of Q2 2026.
  • Financial Services Advisory left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up 0.03% of Financial Services Advisory's portfolio in Q2 2026, its #69 holding.
  • Financial Services Advisory first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Financial Services Advisory's Joby Aviation position peaked at $161K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.