Jones Financial Companies
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Jones Financial Companies’s Alpha Tau Medical DRTS Stock Holding History

Jones Financial Companies’s Portfolio DRTS Stock Details DRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74K Buy
400
+175
+78% +$1.24K ﹤0.01% 4058
2025
Q4 		$1.11K Sell
225
-775
-78% -$3.27K ﹤0.01% 3985
2025
Q3 		$4.21K Buy
+1,000
New +$3.4K ﹤0.01% 3418

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AF
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AC
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AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
GIA
Gem Investment Advisors Teaneck, New Jersey $102M AUM
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

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

Jones Financial Companies increased its Alpha Tau Medical (DRTS) stake by 78% in Q1 2026, buying an estimated $1.24K and bringing the position to 400 shares worth $2.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4058.

Jones Financial Companies first reported a position in DRTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.21K in Q3 2025. 53 funds tracked by Wall St. Rank hold DRTS as of Q1 2026.

  • Jones Financial Companies held 400 shares of Alpha Tau Medical worth $2.74K as of Q1 2026.
  • Jones Financial Companies bought 175 Alpha Tau Medical shares in Q1 2026, an estimated $1.24K.
  • Alpha Tau Medical made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4058 holding.
  • Jones Financial Companies first reported a position in Alpha Tau Medical in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Alpha Tau Medical position peaked at $4.21K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Alpha Tau Medical as of Q1 2026.

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