Mather Group’s Joby Aviation JOBY Stock Holding History

Mather 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	$21.6K	Hold	3,570	–	–	﹤0.01%	1416
2026 Q2	$31.8K	Buy	3,570 +1,000	+39%	+$9.7K	﹤0.01%	1223
2026 Q1	$21.2K	Buy	+2,570	New	+$29K	﹤0.01%	1263
2025 Q4	–	Sell	-2,570	Closed	-$41.5K	–	1171
2025 Q3	$41.5K	Buy	+2,570	New	+$39K	﹤0.01%	947
2025 Q2	–	Sell	-2,570	Closed	-$15.5K	–	1191
2025 Q1	$15.5K	Hold	2,570	–	–	﹤0.01%	1148
2024 Q4	$20.9K	Hold	2,570	–	–	﹤0.01%	1072
2024 Q3	$12.9K	Sell	2,570 -1,005	-28%	-$5.47K	﹤0.01%	1136
2024 Q2	$19.2K	Buy	3,575 +1,005	+39%	+$5K	﹤0.01%	1273
2024 Q1	$17.1K	Buy	+2,570	New	+$14.6K	﹤0.01%	1087

Other funds holding JOBY

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mather Group's JOBY Position: Q3 2026 in Review

Mather Group held its Joby Aviation (JOBY) position steady in Q3 2026 at 3,570 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Mather Group first reported a position in JOBY in Q1 2024 and has held it in 9 quarters since. The position peaked at $41.5K in Q3 2025. 81 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

Mather Group held 3,570 shares of Joby Aviation worth $21.6K as of Q3 2026.
Mather Group left its Joby Aviation share count unchanged in Q3 2026.
Joby Aviation made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1416 holding.
Mather Group first reported a position in Joby Aviation in Q1 2024 and has held it in 9 quarters since.
Mather Group's Joby Aviation position peaked at $41.5K in Q3 2025.
81 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.