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Ancora Advisors’s Advantage Solutions ADV Stock Holding History

Ancora Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-800
Closed -$17.6K – 2396
2025
Q4 		$17.6K Buy
+800
New +$23.1K ﹤0.01% 1605
2025
Q2 		– Sell
-18,795
Closed -$709K – 1968
2025
Q1 		$709K Sell
18,795
-14,400
-43% -$839K 0.02% 453
2024
Q4 		$2.42M Buy
33,195
+201
+0.6% +$16.4K 0.05% 251
2024
Q3 		$2.83M Sell
32,994
-4,556
-12% -$420K 0.06% 230
2024
Q2 		$3.02M Buy
37,550
+5,308
+16% +$494K 0.07% 218
2024
Q1 		$3.49M Sell
32,242
-6,624
-17% -$652K 0.08% 207
2023
Q4 		$3.52M Buy
38,866
+11,740
+43% +$835K 0.08% 201
2023
Q3 		$1.93M Buy
27,126
+22,930
+546% +$1.52M 0.05% 256
2023
Q2 		$245K Buy
+4,196
New +$180K 0.01% 604

Other funds holding ADV

CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $467M AUM 9.23% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $41.1M AUM 4.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Ancora Advisors's ADV Position: Q1 2026 in Review

Ancora Advisors sold out of Advantage Solutions (ADV) in Q1 2026, closing a stake of 800 shares — an estimated $17.6K sold.

Ancora Advisors first reported a position in ADV in Q2 2023 and held it in 9 quarters. The position peaked at $3.52M in Q4 2023. 69 funds tracked by Wall St. Rank hold ADV as of Q1 2026.

  • Ancora Advisors reported no remaining Advantage Solutions position as of Q1 2026 after selling out during the quarter.
  • Ancora Advisors sold 800 Advantage Solutions shares in Q1 2026, an estimated $17.6K.
  • Ancora Advisors first reported a position in Advantage Solutions in Q2 2023 and held it in 9 quarters.
  • Ancora Advisors's Advantage Solutions position peaked at $3.52M in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.