IFG
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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
Q3 		$315K Buy
52,115
+9,307
+22% +$67.6K 0.01% 1227
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

BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NA
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
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

Independent Financial Group's JOBY Position: Q3 2026 in Review

Independent Financial Group increased its Joby Aviation (JOBY) stake by 22% in Q3 2026, buying an estimated $67.6K and bringing the position to 52,115 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #1227.

Independent Financial Group first reported a position in JOBY in Q3 2021 and has held it in 21 quarters since. The position peaked at $559K in Q3 2025. 29 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • Independent Financial Group held 52,115 shares of Joby Aviation worth $315K as of Q3 2026.
  • Independent Financial Group bought 9,307 Joby Aviation shares in Q3 2026, an estimated $67.6K.
  • Joby Aviation made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1227 holding.
  • Independent Financial Group first reported a position in Joby Aviation in Q3 2021 and has held it in 21 quarters since.
  • Independent Financial Group's Joby Aviation position peaked at $559K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.