Root Financial Partners
JOBY icon

Root Financial Partners’s Joby Aviation JOBY Stock Holding History

Root Financial Partners’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 		$7.42K Buy
+1,226
New +$8.9K ﹤0.01% 2054
2026
Q2 		– Sell
-726
Closed -$6K – 1855
2026
Q1 		$6K Hold
726
– – ﹤0.01% 1883
2025
Q4 		$9.6K Hold
726
– – ﹤0.01% 1510
2025
Q3 		$11.7K Buy
+726
New +$11K ﹤0.01% 1388

Other funds holding JOBY

Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Udine Wealth Management
Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
LF
Lighthouse Financial Largo, Florida $222M AUM 23.63% 1-Year Est. Return

Root Financial Partners's JOBY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Joby Aviation (JOBY) in Q3 2026: 1,226 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JOBY as recently as Q1 2026.

Root Financial Partners first reported a position in JOBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.7K in Q3 2025. 157 funds tracked by Wall St. Rank hold JOBY as of Q3 2026.

  • Root Financial Partners held 1,226 shares of Joby Aviation worth $7.42K as of Q3 2026.
  • Joby Aviation was a new Root Financial Partners position in Q3 2026.
  • Joby Aviation made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2054 holding.
  • Root Financial Partners first reported a position in Joby Aviation in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Joby Aviation position peaked at $11.7K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Joby Aviation as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.