Jones Financial Companies
ATRA icon

Jones Financial Companies’s Atara Biotherapeutics ATRA Stock Holding History

Jones Financial Companies’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.23K Hold
703
– – ﹤0.01% 4002
2025
Q4 		$12.7K Hold
703
– – ﹤0.01% 3120
2025
Q3 		$9.66K Hold
703
– – ﹤0.01% 3093
2025
Q2 		$5.6K Hold
703
– – ﹤0.01% 3101
2025
Q1 		$4.59K Buy
703
+500
+246% +$4.37K ﹤0.01% 2987
2024
Q4 		$2.7K Buy
+203
New +$2.14K ﹤0.01% 2927

Other funds holding ATRA

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's ATRA Position: Q1 2026 in Review

Jones Financial Companies held its Atara Biotherapeutics (ATRA) position steady in Q1 2026 at 703 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4002.

Jones Financial Companies first reported a position in ATRA in Q4 2024 and has held it in 6 quarters since. The position peaked at $12.7K in Q4 2025. 33 funds tracked by Wall St. Rank hold ATRA as of Q1 2026.

  • Jones Financial Companies held 703 shares of Atara Biotherapeutics worth $3.23K as of Q1 2026.
  • Jones Financial Companies left its Atara Biotherapeutics share count unchanged in Q1 2026.
  • Atara Biotherapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4002 holding.
  • Jones Financial Companies first reported a position in Atara Biotherapeutics in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Atara Biotherapeutics position peaked at $12.7K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.