LifeSteps Financial’s Joby Aviation JOBY Stock Holding History

LifeSteps Financial’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	$2.06K	Buy	+231	New	+$2.23K	﹤0.01%	674

Other funds holding JOBY

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

UWM

Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

LifeSteps Financial's JOBY Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Joby Aviation (JOBY) in Q2 2026: 231 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

159 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

LifeSteps Financial held 231 shares of Joby Aviation worth $2.06K as of Q2 2026.
Joby Aviation was a new LifeSteps Financial position in Q2 2026.
Joby Aviation made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #674 holding.
159 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.