Ancora Advisors’s Bancroft Fund BCV Stock Holding History

Ancora Advisors’s Portfolio BCV Stock Details BCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.5K	Hold	1,000	–	–	﹤0.01%	1516
2025 Q4	$22.1K	Hold	1,000	–	–	﹤0.01%	1507
2025 Q3	$21.9K	Hold	1,000	–	–	﹤0.01%	1214
2025 Q2	$18.9K	Hold	1,000	–	–	﹤0.01%	1242
2025 Q1	$17.4K	Hold	1,000	–	–	﹤0.01%	1220
2024 Q4	$17.7K	Hold	1,000	–	–	﹤0.01%	1240
2024 Q3	$16.8K	Hold	1,000	–	–	﹤0.01%	1228
2024 Q2	$15.7K	Hold	1,000	–	–	﹤0.01%	1212
2024 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1236
2023 Q4	$16K	Hold	1,000	–	–	﹤0.01%	1199
2023 Q3	$15.8K	Hold	1,000	–	–	﹤0.01%	1195
2023 Q2	$17.1K	Hold	1,000	–	–	﹤0.01%	1164
2023 Q1	$17K	Hold	1,000	–	–	﹤0.01%	1166
2022 Q4	$16K	Sell	1,000 -1,014	-50%	-$17.5K	﹤0.01%	1236
2022 Q3	$34K	Hold	2,014	–	–	﹤0.01%	1189
2022 Q2	$36K	Buy	2,014 +264	+15%	+$5.24K	﹤0.01%	1262
2022 Q1	$40K	Hold	1,750	–	–	﹤0.01%	1330
2021 Q4	$46K	Hold	1,750	–	–	﹤0.01%	1321
2021 Q3	$52K	Hold	1,750	–	–	﹤0.01%	1174
2021 Q2	$56K	Hold	1,750	–	–	﹤0.01%	1062
2021 Q1	$52K	Hold	1,750	–	–	﹤0.01%	1045
2020 Q4	$53K	Hold	1,750	–	–	﹤0.01%	866
2020 Q3	$43K	Hold	1,750	–	–	﹤0.01%	882
2020 Q2	$42K	Hold	1,750	–	–	﹤0.01%	854
2020 Q1	$34K	Buy	1,750 +1,000	+133%	+$24.1K	﹤0.01%	955
2019 Q4	$20K	Buy	+750	New	+$18.4K	﹤0.01%	1068
2018 Q4	–	Sell	-1,500	Closed	-$34K	–	661
2018 Q3	$34K	Buy	+1,500	New	+$33.7K	﹤0.01%	971
2017 Q1	–	Sell	-1,500	Closed	-$30K	–	651
2016 Q4	$30K	Buy	+1,500	New	+$30.6K	﹤0.01%	858
2015 Q3	–	Sell	-255,400	Closed	-$5.41M	–	497
2015 Q2	$5.41M	Buy	+255,400	New	+$5.45M	0.64%	38
2015 Q1	–	Sell	-255,000	Closed	-$5.18M	–	36
2014 Q4	$5.12M	Buy	255,000 +112,944	+80%	+$2.24M	0.62%	40
2014 Q3	$2.81M	Buy	142,056 +94,363	+198%	+$1.9M	0.36%	83
2014 Q2	$962K	Hold	47,693	–	–	0.12%	205
2014 Q1	$932K	Buy	47,693 +2,000	+4%	+$38.7K	0.13%	194
2013 Q4	$850K	Buy	+45,693	New	+$836K	0.13%	189
2013 Q3	–	Sell	-10,000	Closed	-$173K	–	406
2013 Q2	$173K	Buy	+10,000	New	+$175K	0.03%	376

Other funds holding BCV

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beckerman Institutional Ocean Grove, New Jersey $188M AUM 15.07% 1-Year Est. Return

Ancora Advisors's BCV Position: Q1 2026 in Review

Ancora Advisors held its Bancroft Fund (BCV) position steady in Q1 2026 at 1,000 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Ancora Advisors first reported a position in BCV in Q2 2013 and has held it in 35 quarters since. The position peaked at $5.41M in Q2 2015. 38 funds tracked by Wall St. Rank hold BCV as of Q1 2026.

Ancora Advisors held 1,000 shares of Bancroft Fund worth $21.5K as of Q1 2026.
Ancora Advisors left its Bancroft Fund share count unchanged in Q1 2026.
Bancroft Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1516 holding.
Ancora Advisors first reported a position in Bancroft Fund in Q2 2013 and has held it in 35 quarters since.
Ancora Advisors's Bancroft Fund position peaked at $5.41M in Q2 2015.
38 funds tracked by Wall St. Rank held Bancroft Fund as of Q1 2026.

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