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Ancora Advisors’s Factset FDS Stock Holding History

Ancora Advisors’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$4.99K – 2126
2026
Q1 		$4.99K Sell
23
-37
-62% -$8.63K ﹤0.01% 1975
2025
Q4 		$17.4K Buy
60
+59
+5,900% +$16.6K ﹤0.01% 1607
2025
Q3 		$286 Sell
1
-94
-99% -$35.9K ﹤0.01% 1877
2025
Q2 		$42.5K Hold
95
– – ﹤0.01% 1057
2025
Q1 		$43.2K Hold
95
– – ﹤0.01% 1037
2024
Q4 		$45.6K Hold
95
– – ﹤0.01% 1013
2024
Q3 		$43.7K Buy
+95
New +$40.3K ﹤0.01% 1019
2022
Q2 		– Sell
-27
Closed -$12K – 2270
2022
Q1 		$12K Hold
27
– – ﹤0.01% 1677
2021
Q4 		$13K Hold
27
– – ﹤0.01% 1714
2021
Q3 		$11K Hold
27
– – ﹤0.01% 1645
2021
Q2 		$9K Hold
27
– – ﹤0.01% 1553
2021
Q1 		$8K Sell
27
-4
-13% -$1.27K ﹤0.01% 1485
2020
Q4 		$10K Buy
+31
New +$10.2K ﹤0.01% 1198

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ancora Advisors's FDS Position: Q2 2026 in Review

Ancora Advisors sold out of Factset (FDS) in Q2 2026, closing a stake of 23 shares — an estimated $4.99K sold.

Ancora Advisors first reported a position in FDS in Q4 2020 and held it in 13 quarters. The position peaked at $45.6K in Q4 2024. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Ancora Advisors reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 23 Factset shares in Q2 2026, an estimated $4.99K.
  • Ancora Advisors first reported a position in Factset in Q4 2020 and held it in 13 quarters.
  • Ancora Advisors's Factset position peaked at $45.6K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.