RA
JOBY icon

RFG Advisory’s Joby Aviation JOBY Stock Holding History

RFG Advisory’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 		$22.3K Buy
+2,500
New +$24.2K ﹤0.01% 1121

Other funds holding JOBY

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
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RFG Advisory's JOBY Position: Q2 2026 in Review

RFG Advisory reduced its Joby Aviation (JOBY) stake by 0.64% in Q2 2026, selling an estimated $870 and leaving 13,914 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

RFG Advisory first reported a position in JOBY in Q2 2025 and has held it in 5 quarters since. The position peaked at $501K in Q2 2025. 47 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • RFG Advisory held 13,914 shares of Joby Aviation worth $124K as of Q2 2026.
  • RFG Advisory sold 90 Joby Aviation shares in Q2 2026, an estimated $870.
  • Joby Aviation made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #1097 holding.
  • RFG Advisory first reported a position in Joby Aviation in Q2 2025 and has held it in 5 quarters since.
  • RFG Advisory's Joby Aviation position peaked at $501K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.