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Ancora Advisors’s Heritage Global HGBL Stock Holding History

Ancora Advisors’s Portfolio HGBL Stock Details HGBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-514,269
Closed -$1.12M – 2005
2025
Q1 		$1.12M Buy
514,269
+6,000
+1% +$12.8K 0.03% 370
2024
Q4 		$940K Sell
508,269
-11,406
-2% -$19.2K 0.02% 416
2024
Q3 		$883K Hold
519,675
– – 0.02% 414
2024
Q2 		$1.28M Buy
519,675
+47,287
+10% +$114K 0.03% 343
2024
Q1 		$1.25M Buy
472,388
+121,483
+35% +$345K 0.03% 352
2023
Q4 		$976K Buy
350,905
+116,054
+49% +$342K 0.02% 380
2023
Q3 		$733K Hold
234,851
– – 0.02% 405
2023
Q2 		$850K Sell
234,851
-41,428
-15% -$137K 0.02% 375
2023
Q1 		$793K Sell
276,279
-45,806
-14% -$121K 0.02% 383
2022
Q4 		$757K Sell
322,085
-85,075
-21% -$178K 0.02% 404
2022
Q3 		$656K Hold
407,160
– – 0.02% 448
2022
Q2 		$610K Hold
407,160
– – 0.02% 477
2022
Q1 		$549K Hold
407,160
– – 0.01% 521
2021
Q4 		$761K Sell
407,160
-52,260
-11% -$90.9K 0.02% 446
2021
Q3 		$900K Buy
459,420
+70,123
+18% +$144K 0.02% 401
2021
Q2 		$985K Buy
389,297
+41,795
+12% +$120K 0.03% 404
2021
Q1 		$990K Buy
347,502
+199,496
+135% +$605K 0.03% 385
2020
Q4 		$394K Buy
+148,006
New +$300K 0.01% 511

Other funds holding HGBL

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MCP
Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ancora Advisors's HGBL Position: Q2 2025 in Review

Ancora Advisors sold out of Heritage Global (HGBL) in Q2 2025, closing a stake of 514,269 shares — an estimated $1.12M sold.

Ancora Advisors first reported a position in HGBL in Q4 2020 and held it in 18 quarters. The position peaked at $1.28M in Q2 2024. 38 funds tracked by Wall St. Rank hold HGBL as of Q2 2025.

  • Ancora Advisors reported no remaining Heritage Global position as of Q2 2025 after selling out during the quarter.
  • Ancora Advisors sold 514,269 Heritage Global shares in Q2 2025, an estimated $1.12M.
  • Ancora Advisors first reported a position in Heritage Global in Q4 2020 and held it in 18 quarters.
  • Ancora Advisors's Heritage Global position peaked at $1.28M in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Heritage Global as of Q2 2025.

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