PlanVest Financial’s Joby Aviation JOBY Stock Holding History

PlanVest 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	$1.16K	Hold	130	–	–	﹤0.01%	535
2026 Q1	$1.07K	Buy	+130	New	+$1.46K	﹤0.01%	513

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

PlanVest Financial's JOBY Position: Q2 2026 in Review

PlanVest Financial held its Joby Aviation (JOBY) position steady in Q2 2026 at 130 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

PlanVest Financial first reported a position in JOBY in Q1 2026 and has held it in 2 quarters since. 491 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

PlanVest Financial held 130 shares of Joby Aviation worth $1.16K as of Q2 2026.
PlanVest Financial left its Joby Aviation share count unchanged in Q2 2026.
Joby Aviation made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #535 holding.
PlanVest Financial first reported a position in Joby Aviation in Q1 2026 and has held it in 2 quarters since.
491 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.