Lighthouse Financial’s Joby Aviation JOBY Stock Holding History

Lighthouse 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 Q3	$695K	Buy	114,933 +15,400	+15%	+$112K	0.31%	45
2026 Q2	$888K	Sell	99,533 -46,940	-32%	-$454K	0.46%	33
2026 Q1	$1.21M	Buy	146,473 +51,508	+54%	+$580K	0.73%	27
2025 Q4	$1.25M	Buy	94,965 +44,425	+88%	+$682K	0.82%	23
2025 Q3	$816K	Buy	+50,540	New	+$768K	0.54%	30

Other funds holding JOBY

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Lighthouse Financial's JOBY Position: Q3 2026 in Review

Lighthouse Financial increased its Joby Aviation (JOBY) stake by 15% in Q3 2026, buying an estimated $112K and bringing the position to 114,933 shares worth $695K. The position accounts for 0.31% of the portfolio, ranked #45.

Lighthouse Financial first reported a position in JOBY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.25M in Q4 2025. 157 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Lighthouse Financial held 114,933 shares of Joby Aviation worth $695K as of Q3 2026.
Lighthouse Financial bought 15,400 Joby Aviation shares in Q3 2026, an estimated $112K.
Joby Aviation made up 0.31% of Lighthouse Financial's portfolio in Q3 2026, its #45 holding.
Lighthouse Financial first reported a position in Joby Aviation in Q3 2025 and has held it in 5 quarters since.
Lighthouse Financial's Joby Aviation position peaked at $1.25M in Q4 2025.
157 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.