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PlanVest Financial’s Atara Biotherapeutics ATRA Stock Holding History

PlanVest Financial’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 		$321 Hold
28
– – ﹤0.01% 572
2026
Q1 		$132 Buy
+28
New +$171 ﹤0.01% 552

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

PlanVest Financial's ATRA Position: Q2 2026 in Review

PlanVest Financial held its Atara Biotherapeutics (ATRA) position steady in Q2 2026 at 28 shares worth $321. The position accounts for ﹤0.01% of the portfolio, ranked #572.

PlanVest Financial first reported a position in ATRA in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold ATRA as of Q2 2026.

  • PlanVest Financial held 28 shares of Atara Biotherapeutics worth $321 as of Q2 2026.
  • PlanVest Financial left its Atara Biotherapeutics share count unchanged in Q2 2026.
  • Atara Biotherapeutics made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #572 holding.
  • PlanVest Financial first reported a position in Atara Biotherapeutics in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.