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BFC Planning, Inc.’s Joby Aviation JOBY Stock Holding History

BFC Planning, Inc.’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 		$113K Buy
12,625
+8,525
+208% +$82.4K ﹤0.01% 1189
2026
Q1 		$33.9K Buy
4,100
+484
+13% +$5.45K ﹤0.01% 1493
2025
Q4 		$47.7K Buy
3,616
+2,016
+126% +$30.9K ﹤0.01% 1385
2025
Q3 		$25.8K Sell
1,600
-850
-35% -$12.9K ﹤0.01% 1453
2025
Q2 		$25.8K Buy
2,450
+700
+40% +$5.06K ﹤0.01% 1393
2025
Q1 		$10.5K Hold
1,750
– – ﹤0.01% 1746
2024
Q4 		$14.2K Buy
+1,750
New +$11.6K ﹤0.01% 1611

Other funds holding JOBY

Toyota Motor Corp
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
Capricorn Investment Group
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
Intel Corp
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

BFC Planning, Inc.'s JOBY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Joby Aviation (JOBY) stake by 208% in Q2 2026, buying an estimated $82.4K and bringing the position to 12,625 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

BFC Planning, Inc. first reported a position in JOBY in Q4 2024 and has held it in 7 quarters since. 529 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • BFC Planning, Inc. held 12,625 shares of Joby Aviation worth $113K as of Q2 2026.
  • BFC Planning, Inc. bought 8,525 Joby Aviation shares in Q2 2026, an estimated $82.4K.
  • Joby Aviation made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1189 holding.
  • BFC Planning, Inc. first reported a position in Joby Aviation in Q4 2024 and has held it in 7 quarters since.
  • 529 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.