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RFG - Bristol Wealth Advisors’s Joby Aviation JOBY Stock Holding History

RFG - Bristol Wealth Advisors’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 		$233K Buy
26,100
+6,800
+35% +$65.7K 0.06% 163
2026
Q1 		$159K Buy
19,300
+6,300
+48% +$71K 0.04% 177
2025
Q4 		$172K Buy
+13,000
New +$200K 0.05% 173

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 $3.37T AUM 44.26% 1-Year Est. Return
IC
Intel Corp Santa Clara, California $621M AUM 34.06% 1-Year Est. Return

RFG - Bristol Wealth Advisors's JOBY Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its Joby Aviation (JOBY) stake by 35% in Q2 2026, buying an estimated $65.7K and bringing the position to 26,100 shares worth $233K. The position accounts for 0.06% of the portfolio, ranked #163.

RFG - Bristol Wealth Advisors first reported a position in JOBY in Q4 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold JOBY as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 26,100 shares of Joby Aviation worth $233K as of Q2 2026.
  • RFG - Bristol Wealth Advisors bought 6,800 Joby Aviation shares in Q2 2026, an estimated $65.7K.
  • Joby Aviation made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Joby Aviation in Q4 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held Joby Aviation as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.