Ancora Advisors’s CoreCard CCRD Stock Holding History

Ancora Advisors’s Portfolio CCRD Stock Details CCRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,859	Closed	-$334K	–	1976
2025 Q1	$334K	Sell	17,859 -20,020	-53%	-$435K	0.01%	607
2024 Q4	$860K	Sell	37,879 -135	-0.4%	-$2.39K	0.02%	433
2024 Q3	$552K	Hold	38,014	–	–	0.01%	485
2024 Q2	$555K	Sell	38,014 -865	-2%	-$11.4K	0.01%	478
2024 Q1	$430K	Hold	38,879	–	–	0.01%	526
2023 Q4	$538K	Buy	38,879 +23,772	+157%	+$398K	0.01%	493
2023 Q3	$302K	Buy	15,107 +8,838	+141%	+$197K	0.01%	579
2023 Q2	$159K	Buy	+6,269	New	+$162K	﹤0.01%	698
2023 Q1	–	Sell	-17,730	Closed	-$514K	–	1967
2022 Q4	$514K	Buy	+17,730	New	+$465K	0.01%	478

Other funds holding CCRD

WIM

Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAMOG

Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MCM

Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return

Ancora Advisors's CCRD Position: Q2 2025 in Review

Ancora Advisors sold out of CoreCard (CCRD) in Q2 2025, closing a stake of 17,859 shares — an estimated $334K sold.

Ancora Advisors first reported a position in CCRD in Q4 2022 and held it in 9 quarters. The position peaked at $860K in Q4 2024. 76 funds tracked by Wall St. Rank hold CCRD as of Q2 2025.

Ancora Advisors reported no remaining CoreCard position as of Q2 2025 after selling out during the quarter.
Ancora Advisors sold 17,859 CoreCard shares in Q2 2025, an estimated $334K.
Ancora Advisors first reported a position in CoreCard in Q4 2022 and held it in 9 quarters.
Ancora Advisors's CoreCard position peaked at $860K in Q4 2024.
76 funds tracked by Wall St. Rank held CoreCard as of Q2 2025.

Based on Ancora Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.