Jones Financial Companies
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Jones Financial Companies’s AtriCure ATRC Stock Holding History

Jones Financial Companies’s Portfolio ATRC Stock Details ATRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Buy
13,614
+9,337
+218% +$263K ﹤0.01% 2296
2026
Q1 		$124K Buy
4,277
+3,762
+730% +$128K ﹤0.01% 2583
2025
Q4 		$20.4K Buy
515
+135
+36% +$4.95K ﹤0.01% 2925
2025
Q3 		$13.4K Hold
380
– – ﹤0.01% 2976
2025
Q2 		$12.3K Hold
380
– – ﹤0.01% 2798
2025
Q1 		$12.1K Buy
+380
New +$14.1K ﹤0.01% 2631

Other funds holding ATRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Jones Financial Companies increased its AtriCure (ATRC) stake by 218% in Q2 2026, buying an estimated $263K and bringing the position to 13,614 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

Jones Financial Companies first reported a position in ATRC in Q1 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold ATRC as of Q2 2026.

  • Jones Financial Companies held 13,614 shares of AtriCure worth $411K as of Q2 2026.
  • Jones Financial Companies bought 9,337 AtriCure shares in Q2 2026, an estimated $263K.
  • AtriCure made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2296 holding.
  • Jones Financial Companies first reported a position in AtriCure in Q1 2025 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held AtriCure as of Q2 2026.

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