Newbridge Financial Services Group’s Joby Aviation JOBY Stock Holding History

Newbridge Financial Services 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 Q2	$53.2K	Buy	5,960 +200	+3%	+$1.93K	0.01%	476
2026 Q1	$47.6K	Hold	5,760	–	–	0.01%	430
2025 Q4	$76K	Sell	5,760 -2,000	-26%	-$30.7K	0.01%	355
2025 Q3	$125K	Buy	7,760 +6,560	+547%	+$99.6K	0.02%	361
2025 Q2	$12.7K	Hold	1,200	–	–	﹤0.01%	828
2025 Q1	$7.22K	Buy	+1,200	New	+$8.98K	﹤0.01%	739
2024 Q1	–	Sell	-1,100	Closed	-$7.32K	–	1239
2023 Q4	$7.32K	Buy	1,100 +600	+120%	+$3.7K	﹤0.01%	800
2023 Q3	$3.23K	Buy	+500	New	+$3.94K	﹤0.01%	1019

Other funds holding JOBY

TMC

Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIG

Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Newbridge Financial Services Group's JOBY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Joby Aviation (JOBY) stake by 3.5% in Q2 2026, buying an estimated $1.93K and bringing the position to 5,960 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #476.

Newbridge Financial Services Group first reported a position in JOBY in Q3 2023 and has held it in 8 quarters since. The position peaked at $125K in Q3 2025. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

Newbridge Financial Services Group held 5,960 shares of Joby Aviation worth $53.2K as of Q2 2026.
Newbridge Financial Services Group bought 200 Joby Aviation shares in Q2 2026, an estimated $1.93K.
Joby Aviation made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #476 holding.
Newbridge Financial Services Group first reported a position in Joby Aviation in Q3 2023 and has held it in 8 quarters since.
Newbridge Financial Services Group's Joby Aviation position peaked at $125K in Q3 2025.
526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.