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Independent Financial Group’s Joby Aviation JOBY Stock Holding History

Independent Financial Group’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 		$382K Buy
42,808
+7,428
+21% +$71.8K 0.01% 1103
2026
Q1 		$292K Buy
35,380
+68
+0.2% +$766 0.01% 1176
2025
Q4 		$466K Buy
35,312
+691
+2% +$10.6K 0.01% 938
2025
Q3 		$559K Buy
34,621
+3,596
+12% +$54.6K 0.01% 800
2025
Q2 		$327K Buy
31,025
+11,300
+57% +$81.8K 0.01% 984
2025
Q1 		$119K Buy
19,725
+9,150
+87% +$68.5K ﹤0.01% 1143
2024
Q4 		$86K Buy
10,575
+205
+2% +$1.36K ﹤0.01% 1138
2024
Q3 		$52.2K Buy
10,370
+100
+1% +$544 ﹤0.01% 1113
2024
Q2 		$52.4K Sell
10,270
-330
-3% -$1.64K ﹤0.01% 1067
2024
Q1 		$56.8K Hold
10,600
– – ﹤0.01% 999
2023
Q4 		$70.5K Buy
10,600
+150
+1% +$924 ﹤0.01% 932
2023
Q3 		$67.4K Sell
10,450
-100
-0.9% -$788 ﹤0.01% 878
2023
Q2 		$108K Hold
10,550
– – 0.01% 842
2023
Q1 		$45.8K Sell
10,550
-800
-7% -$3.31K ﹤0.01% 827
2022
Q4 		$38K Sell
11,350
-700
-6% -$2.84K ﹤0.01% 771
2022
Q3 		$52.2K Sell
12,050
-3,866
-24% -$21.2K ﹤0.01% 732
2022
Q2 		$78.1K Buy
15,916
+2,866
+22% +$15.1K 0.01% 686
2022
Q1 		$86.4K Buy
13,050
+1,100
+9% +$5.67K 0.01% 760
2021
Q4 		$87.2K Hold
11,950
– – 0.01% 759
2021
Q3 		$120K Buy
+11,950
New +$121K 0.01% 694

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Independent Financial Group's JOBY Position: Q2 2026 in Review

Independent Financial Group increased its Joby Aviation (JOBY) stake by 21% in Q2 2026, buying an estimated $71.8K and bringing the position to 42,808 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1103.

Independent Financial Group first reported a position in JOBY in Q3 2021 and has held it in 20 quarters since. The position peaked at $559K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Independent Financial Group held 42,808 shares of Joby Aviation worth $382K as of Q2 2026.
  • Independent Financial Group bought 7,428 Joby Aviation shares in Q2 2026, an estimated $71.8K.
  • Joby Aviation made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1103 holding.
  • Independent Financial Group first reported a position in Joby Aviation in Q3 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Joby Aviation position peaked at $559K in Q3 2025.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.