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Phoenix Financial’s Joby Aviation JOBY Stock Holding History

Phoenix 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 		$352K Hold
39,600
– – ﹤0.01% 397
2026
Q1 		$327K Hold
39,600
– – ﹤0.01% 366
2025
Q4 		$523K Sell
39,600
-3,400
-8% -$52.2K 0.01% 296
2025
Q3 		$694K Hold
43,000
– – 0.01% 260
2025
Q2 		$453K Hold
43,000
– – 0.01% 295
2025
Q1 		$260K Buy
+43,000
New +$322K ﹤0.01% 319

Other funds holding JOBY

TMC
Toyota Motor Corp Japan $1.99B AUM 14.97% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

Phoenix Financial's JOBY Position: Q2 2026 in Review

Phoenix Financial held its Joby Aviation (JOBY) position steady in Q2 2026 at 39,600 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Phoenix Financial first reported a position in JOBY in Q1 2025 and has held it in 6 quarters since. The position peaked at $694K in Q3 2025. 527 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • Phoenix Financial held 39,600 shares of Joby Aviation worth $352K as of Q2 2026.
  • Phoenix Financial left its Joby Aviation share count unchanged in Q2 2026.
  • Joby Aviation made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #397 holding.
  • Phoenix Financial first reported a position in Joby Aviation in Q1 2025 and has held it in 6 quarters since.
  • Phoenix Financial's Joby Aviation position peaked at $694K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.