Plan Group Financial’s Joby Aviation JOBY Stock Holding History

Plan Group 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 Q1	–	Sell	-14,404	Closed	-$190K	–	236
2025 Q4	$190K	Buy	+14,404	New	+$221K	0.05%	195

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

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

DAL

Delta Air Lines Atlanta, Georgia $391M AUM 6.2% 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

Plan Group Financial's JOBY Position: Q1 2026 in Review

Plan Group Financial sold out of Joby Aviation (JOBY) in Q1 2026, closing a stake of 14,404 shares — an estimated $190K sold.

Plan Group Financial first reported a position in JOBY in Q4 2025 and held it in 1 quarter. The position peaked at $190K in Q4 2025. 524 funds tracked by Wall St. Rank hold JOBY as of Q1 2026.

Plan Group Financial reported no remaining Joby Aviation position as of Q1 2026 after selling out during the quarter.
Plan Group Financial sold 14,404 Joby Aviation shares in Q1 2026, an estimated $190K.
Plan Group Financial first reported a position in Joby Aviation in Q4 2025 and held it in 1 quarter.
Plan Group Financial's Joby Aviation position peaked at $190K in Q4 2025.
524 funds tracked by Wall St. Rank held Joby Aviation as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.