Jones Financial Companies
ATI icon

Jones Financial Companies’s ATI ATI Stock Holding History

Jones Financial Companies’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Buy
59,709
+9,996
+20% +$1.69M ﹤0.01% 862
2026
Q1 		$6.98M Buy
49,713
+34,094
+218% +$4.75M ﹤0.01% 951
2025
Q4 		$1.79M Buy
15,619
+1,579
+11% +$154K ﹤0.01% 1001
2025
Q3 		$1.16M Buy
14,040
+1,829
+15% +$148K ﹤0.01% 1076
2025
Q2 		$1.06M Buy
12,211
+954
+8% +$65.3K ﹤0.01% 991
2025
Q1 		$574K Buy
11,257
+686
+6% +$38.9K ﹤0.01% 1067
2024
Q4 		$582K Buy
10,571
+1,274
+14% +$75.1K ﹤0.01% 939
2024
Q3 		$616K Buy
9,297
+1,914
+26% +$119K ﹤0.01% 750
2024
Q2 		$409K Buy
7,383
+3,507
+90% +$196K ﹤0.01% 611
2024
Q1 		$198K Buy
3,876
+3,526
+1,007% +$159K ﹤0.01% 463
2023
Q4 		$15.9K Buy
+350
New +$14.5K ﹤0.01% 615

Other funds holding ATI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jones Financial Companies increased its ATI (ATI) stake by 20% in Q2 2026, buying an estimated $1.69M and bringing the position to 59,709 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Jones Financial Companies first reported a position in ATI in Q4 2023 and has held it in 11 quarters since. 795 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

  • Jones Financial Companies held 59,709 shares of ATI worth $11.8M as of Q2 2026.
  • Jones Financial Companies bought 9,996 ATI shares in Q2 2026, an estimated $1.69M.
  • ATI made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #862 holding.
  • Jones Financial Companies first reported a position in ATI in Q4 2023 and has held it in 11 quarters since.
  • 795 funds tracked by Wall St. Rank held ATI as of Q2 2026.

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