Jones Financial Companies
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Jones Financial Companies’s AptarGroup ATR Stock Holding History

Jones Financial Companies’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1M Buy
183,181
+25,010
+16% +$3.04M 0.01% 630
2026
Q1 		$19.3M Buy
158,171
+149,828
+1,796% +$19.5M 0.01% 602
2025
Q4 		$1.02M Buy
8,343
+7,130
+588% +$881K ﹤0.01% 1225
2025
Q3 		$161K Buy
1,213
+587
+94% +$84.9K ﹤0.01% 1874
2025
Q2 		$97.6K Sell
626
-45
-7% -$6.8K ﹤0.01% 1949
2025
Q1 		$98.6K Buy
671
+80
+14% +$12K ﹤0.01% 1780
2024
Q4 		$92.9K Buy
591
+447
+310% +$74.6K ﹤0.01% 1649
2024
Q3 		$23.1K Buy
144
+49
+52% +$7.26K ﹤0.01% 1908
2024
Q2 		$13.4K Buy
95
+20
+27% +$2.89K ﹤0.01% 1663
2024
Q1 		$10.8K Buy
+75
New +$10.2K ﹤0.01% 1055

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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Jones Financial Companies increased its AptarGroup (ATR) stake by 16% in Q2 2026, buying an estimated $3.04M and bringing the position to 183,181 shares worth $23.1M. The position accounts for 0.01% of the portfolio, ranked #630.

Jones Financial Companies first reported a position in ATR in Q1 2024 and has held it in 10 quarters since. 553 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Jones Financial Companies held 183,181 shares of AptarGroup worth $23.1M as of Q2 2026.
  • Jones Financial Companies bought 25,010 AptarGroup shares in Q2 2026, an estimated $3.04M.
  • AptarGroup made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #630 holding.
  • Jones Financial Companies first reported a position in AptarGroup in Q1 2024 and has held it in 10 quarters since.
  • 553 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

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