AA
EEA

Ancora Advisors’s European Equity Fund EEA Stock Holding History

Ancora Advisors’s Portfolio EEA Stock Details EEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Hold
20,324
– – ﹤0.01% 721
2025
Q4 		$209K Hold
20,324
– – ﹤0.01% 729
2025
Q3 		$220K Hold
20,324
– – ﹤0.01% 704
2025
Q2 		$208K Buy
20,324
+324
+2% +$3.1K ﹤0.01% 712
2025
Q1 		$182K Buy
+20,000
New +$177K ﹤0.01% 728

Other funds holding EEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Ancora Advisors's EEA Position: Q1 2026 in Review

Ancora Advisors held its European Equity Fund (EEA) position steady in Q1 2026 at 20,324 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Ancora Advisors first reported a position in EEA in Q1 2025 and has held it in 5 quarters since. The position peaked at $220K in Q3 2025. 26 funds tracked by Wall St. Rank hold EEA as of Q1 2026.

  • Ancora Advisors held 20,324 shares of European Equity Fund worth $201K as of Q1 2026.
  • Ancora Advisors left its European Equity Fund share count unchanged in Q1 2026.
  • European Equity Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #721 holding.
  • Ancora Advisors first reported a position in European Equity Fund in Q1 2025 and has held it in 5 quarters since.
  • Ancora Advisors's European Equity Fund position peaked at $220K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held European Equity Fund as of Q1 2026.

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