Jones Financial Companies
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Jones Financial Companies’s Alphatec Holdings ATEC Stock Holding History

Jones Financial Companies’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.2K Buy
1,633
+1,052
+181% +$9.58K ﹤0.01% 3624
2026
Q1 		$6.35K Buy
581
+382
+192% +$5.56K ﹤0.01% 3756
2025
Q4 		$4.19K Buy
199
+9
+5% +$167 ﹤0.01% 3570
2025
Q3 		$2.85K Hold
190
– – ﹤0.01% 3574
2025
Q2 		$2.1K Sell
190
-10
-5% -$115 ﹤0.01% 3455
2025
Q1 		$2.04K Buy
200
+170
+567% +$1.82K ﹤0.01% 3239
2024
Q4 		$275 Sell
30
-1,155
-97% -$9.22K ﹤0.01% 3290
2024
Q3 		$6.59K Buy
1,185
+575
+94% +$4.41K ﹤0.01% 2371
2024
Q2 		$6.38K Buy
+610
New +$7.1K ﹤0.01% 1889

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Jones Financial Companies's ATEC Position: Q2 2026 in Review

Jones Financial Companies increased its Alphatec Holdings (ATEC) stake by 181% in Q2 2026, buying an estimated $9.58K and bringing the position to 1,633 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3624.

Jones Financial Companies first reported a position in ATEC in Q2 2024 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Jones Financial Companies held 1,633 shares of Alphatec Holdings worth $15.2K as of Q2 2026.
  • Jones Financial Companies bought 1,052 Alphatec Holdings shares in Q2 2026, an estimated $9.58K.
  • Alphatec Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3624 holding.
  • Jones Financial Companies first reported a position in Alphatec Holdings in Q2 2024 and has held it in 9 quarters since.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.