Jones Financial Companies
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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
Q2 		$8.44K Buy
803
+100
+14% +$798 ﹤0.01% 3863
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

EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Jones Financial Companies increased its Atara Biotherapeutics (ATRA) stake by 14% in Q2 2026, buying an estimated $798 and bringing the position to 803 shares worth $8.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3863.

Jones Financial Companies first reported a position in ATRA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7K in Q4 2025. 36 funds tracked by Wall St. Rank hold ATRA as of Q2 2026.

  • Jones Financial Companies held 803 shares of Atara Biotherapeutics worth $8.44K as of Q2 2026.
  • Jones Financial Companies bought 100 Atara Biotherapeutics shares in Q2 2026, an estimated $798.
  • Atara Biotherapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3863 holding.
  • Jones Financial Companies first reported a position in Atara Biotherapeutics in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Atara Biotherapeutics position peaked at $12.7K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2026.

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