NBC Securities’s Joby Aviation JOBY Stock Holding History

NBC Securities’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	$617K	Sell	101,909 -15,859	-13%	-$115K	0.04%	445
2026 Q2	$1.05M	Buy	117,768 +2,805	+2%	+$27.1K	0.07%	295
2026 Q1	$950K	Sell	114,963 -4,423	-4%	-$49.8K	0.07%	294
2025 Q4	$1.58M	Sell	119,386 -2,592	-2%	-$39.8K	0.12%	187
2025 Q3	$1.97M	Sell	121,978 -20,877	-15%	-$317K	0.15%	153
2025 Q2	$1.51M	Buy	142,855 +37,120	+35%	+$269K	0.12%	198
2025 Q1	$636K	Buy	105,735 +105,640	+111,200%	+$791K	0.05%	363
2024 Q4	$773	Sell	95 -96,005	-100%	-$637K	0.07%	305
2024 Q3	$483K	Hold	96,100	–	–	0.04%	474
2024 Q2	$490K	Buy	96,100 +48,900	+104%	+$243K	0.04%	444
2024 Q1	$252K	Sell	47,200 -2,800	-6%	-$15.9K	0.02%	666
2023 Q4	$332K	Hold	50,000	–	–	0.03%	540
2023 Q3	$322K	Buy	+50,000	New	+$394K	0.04%	524

Other funds holding JOBY

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

Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 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

Lighthouse Financial Largo, Florida $222M AUM 23.63% 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

NBC Securities's JOBY Position: Q3 2026 in Review

NBC Securities reduced its Joby Aviation (JOBY) stake by 13% in Q3 2026, selling an estimated $115K and leaving 101,909 shares worth $617K. The position accounts for 0.04% of the portfolio, ranked #445.

NBC Securities first reported a position in JOBY in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.97M in Q3 2025. 129 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

NBC Securities held 101,909 shares of Joby Aviation worth $617K as of Q3 2026.
NBC Securities sold 15,859 Joby Aviation shares in Q3 2026, an estimated $115K.
Joby Aviation made up 0.04% of NBC Securities's portfolio in Q3 2026, its #445 holding.
NBC Securities first reported a position in Joby Aviation in Q3 2023 and has held it in 13 quarters since.
NBC Securities's Joby Aviation position peaked at $1.97M in Q3 2025.
129 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.