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Nikulski Financial’s Joby Aviation JOBY Stock Holding History

Nikulski 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
Q2 		$657K Buy
73,607
+155
+0.2% +$1.5K 0.14% 120
2026
Q1 		$607K Buy
73,452
+46,734
+175% +$526K 0.15% 119
2025
Q4 		$353K Buy
+26,718
New +$410K 0.08% 137

Other funds holding JOBY

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
New York State Common Retirement Fund
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Nikulski Financial's JOBY Position: Q2 2026 in Review

Nikulski Financial increased its Joby Aviation (JOBY) stake by 0.21% in Q2 2026, buying an estimated $1.5K and bringing the position to 73,607 shares worth $657K. The position accounts for 0.14% of the portfolio, ranked #120.

Nikulski Financial first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Nikulski Financial held 73,607 shares of Joby Aviation worth $657K as of Q2 2026.
  • Nikulski Financial bought 155 Joby Aviation shares in Q2 2026, an estimated $1.5K.
  • Joby Aviation made up 0.14% of Nikulski Financial's portfolio in Q2 2026, its #120 holding.
  • Nikulski Financial first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.