Ancora Advisors’s Eagle Capital Growth Fund GRF Stock Holding History

Ancora Advisors’s Portfolio GRF Stock Details GRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.57K	Hold	650	–	–	﹤0.01%	1907
2025 Q4	$6.96K	Hold	650	–	–	﹤0.01%	1890
2025 Q3	$6.83K	Hold	650	–	–	﹤0.01%	1452
2025 Q2	$6.32K	Hold	650	–	–	﹤0.01%	1449
2025 Q1	$6.37K	Hold	650	–	–	﹤0.01%	1397
2024 Q4	$6.34K	Buy	650 +2	+0.3%	+$20	﹤0.01%	1417
2024 Q3	$6.41K	Hold	648	–	–	﹤0.01%	1404
2024 Q2	$5.99K	Hold	648	–	–	﹤0.01%	1405
2024 Q1	$6.17K	Hold	648	–	–	﹤0.01%	1417
2023 Q4	$5.93K	Sell	648 -15,341	-96%	-$132K	﹤0.01%	1373
2023 Q3	$138K	Hold	15,989	–	–	﹤0.01%	729
2023 Q2	$140K	Hold	15,989	–	–	﹤0.01%	725
2023 Q1	$131K	Hold	15,989	–	–	﹤0.01%	726
2022 Q4	$137K	Hold	15,989	–	–	﹤0.01%	756
2022 Q3	$144K	Hold	15,989	–	–	﹤0.01%	813
2022 Q2	$135K	Hold	15,989	–	–	﹤0.01%	869
2022 Q1	$151K	Hold	15,989	–	–	﹤0.01%	890
2021 Q4	$152K	Hold	15,989	–	–	﹤0.01%	898
2021 Q3	$150K	Hold	15,989	–	–	﹤0.01%	866
2021 Q2	$145K	Hold	15,989	–	–	﹤0.01%	828
2021 Q1	$133K	Hold	15,989	–	–	﹤0.01%	799
2020 Q4	$127K	Hold	15,989	–	–	﹤0.01%	701
2020 Q3	$114K	Hold	15,989	–	–	﹤0.01%	696
2020 Q2	$106K	Hold	15,989	–	–	﹤0.01%	702
2020 Q1	$98K	Hold	15,989	–	–	﹤0.01%	781
2019 Q4	$128K	Hold	15,989	–	–	﹤0.01%	738
2019 Q3	$128K	Hold	15,989	–	–	0.01%	607
2019 Q2	$127K	Hold	15,989	–	–	0.01%	565
2019 Q1	$121K	Sell	15,989 -7,019	-31%	-$52.2K	0.01%	579
2018 Q4	$168K	Sell	23,008 -43,105	-65%	-$320K	0.01%	570
2018 Q3	$529K	Buy	66,113 +264	+0.4%	+$2.09K	0.02%	469
2018 Q2	$497K	Hold	65,849	–	–	0.02%	482
2018 Q1	$503K	Hold	65,849	–	–	0.02%	469
2017 Q4	$523K	Hold	65,849	–	–	0.03%	426
2017 Q3	$525K	Hold	65,849	–	–	0.03%	450
2017 Q2	$517K	Hold	65,849	–	–	0.03%	415
2017 Q1	$486K	Buy	65,849 +900	+1%	+$6.56K	0.03%	415
2016 Q4	$477K	Sell	64,949 -19,272	-23%	-$151K	0.03%	405
2016 Q3	$665K	Hold	84,221	–	–	0.07%	287
2016 Q2	$654K	Sell	84,221 -51,865	-38%	-$423K	0.08%	277
2016 Q1	$1.05M	Sell	136,086 -7,242	-5%	-$53.7K	0.13%	191
2015 Q4	$1.06M	Sell	143,328 -1,833	-1%	-$13.9K	0.14%	186
2015 Q3	$1.12M	Sell	145,161 -6,846	-5%	-$54.8K	0.14%	182
2015 Q2	$1.22M	Buy	+152,007	New	+$1.22M	0.14%	186
2015 Q1	–	Sell	-121,226	Closed	-$970K	–	206
2014 Q4	$1.05M	Buy	121,226 +49,710	+70%	+$401K	0.13%	202
2014 Q3	$555K	Buy	71,516 +24,997	+54%	+$198K	0.07%	287
2014 Q2	$369K	Buy	46,519 +8,519	+22%	+$67.1K	0.05%	355
2014 Q1	$293K	Buy	+38,000	New	+$294K	0.04%	359
2013 Q4	–	Sell	-151,438	Closed	-$1.23M	–	424
2013 Q3	$1.23M	Buy	151,438 +66,870	+79%	+$533K	0.21%	126
2013 Q2	$651K	Buy	+84,568	New	+$640K	0.11%	200

Other funds holding GRF

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BBPWM

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

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Ancora Advisors's GRF Position: Q1 2026 in Review

Ancora Advisors held its Eagle Capital Growth Fund (GRF) position steady in Q1 2026 at 650 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Ancora Advisors first reported a position in GRF in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.23M in Q3 2013. 15 funds tracked by Wall St. Rank hold GRF as of Q1 2026.

Ancora Advisors held 650 shares of Eagle Capital Growth Fund worth $6.57K as of Q1 2026.
Ancora Advisors left its Eagle Capital Growth Fund share count unchanged in Q1 2026.
Eagle Capital Growth Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1907 holding.
Ancora Advisors first reported a position in Eagle Capital Growth Fund in Q2 2013 and has held it in 50 quarters since.
Ancora Advisors's Eagle Capital Growth Fund position peaked at $1.23M in Q3 2013.
15 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q1 2026.

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