New England Capital Financial Advisors’s Joby Aviation JOBY Stock Holding History

New England Capital Financial Advisors’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	$4.46K	Hold	500	–	–	﹤0.01%	327
2026 Q1	$4.13K	Hold	500	–	–	﹤0.01%	320
2025 Q4	$6.6K	Hold	500	–	–	﹤0.01%	297
2025 Q3	$8.07K	Hold	500	–	–	﹤0.01%	280
2025 Q2	$5.28K	Hold	500	–	–	﹤0.01%	304
2025 Q1	$3.01K	Hold	500	–	–	﹤0.01%	296
2024 Q4	$4.07K	Hold	500	–	–	﹤0.01%	285
2024 Q3	$2.52K	Buy	+500	New	+$2.72K	﹤0.01%	303
2024 Q2	–	Sell	-500	Closed	-$2.68K	–	407
2024 Q1	$2.68K	Buy	+500	New	+$2.84K	﹤0.01%	299

Other funds holding JOBY

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 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

New England Capital Financial Advisors's JOBY Position: Q2 2026 in Review

New England Capital Financial Advisors held its Joby Aviation (JOBY) position steady in Q2 2026 at 500 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

New England Capital Financial Advisors first reported a position in JOBY in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.07K in Q3 2025. 178 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

New England Capital Financial Advisors held 500 shares of Joby Aviation worth $4.46K as of Q2 2026.
New England Capital Financial Advisors left its Joby Aviation share count unchanged in Q2 2026.
Joby Aviation made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #327 holding.
New England Capital Financial Advisors first reported a position in Joby Aviation in Q1 2024 and has held it in 9 quarters since.
New England Capital Financial Advisors's Joby Aviation position peaked at $8.07K in Q3 2025.
178 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.