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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
Q3 		$163K Buy
27,000
+900
+3% +$6.54K 0.04% 170
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

CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

RFG - Bristol Wealth Advisors's JOBY Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors increased its Joby Aviation (JOBY) stake by 3.4% in Q3 2026, buying an estimated $6.54K and bringing the position to 27,000 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #170.

RFG - Bristol Wealth Advisors first reported a position in JOBY in Q4 2025 and has held it in 4 quarters since. The position peaked at $233K in Q2 2026. 26 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 27,000 shares of Joby Aviation worth $163K as of Q3 2026.
  • RFG - Bristol Wealth Advisors bought 900 Joby Aviation shares in Q3 2026, an estimated $6.54K.
  • Joby Aviation made up 0.04% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #170 holding.
  • RFG - Bristol Wealth Advisors first reported a position in Joby Aviation in Q4 2025 and has held it in 4 quarters since.
  • RFG - Bristol Wealth Advisors's Joby Aviation position peaked at $233K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.