AA
SPE

Ancora Advisors’s Special Opportunities Fund SPE Stock Holding History

Ancora Advisors’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$315K Buy
22,887
+4,417
+24% +$64.6K 0.01% 613
2025
Q4 		$271K Sell
18,470
-864
-4% -$12.6K 0.01% 671
2025
Q3 		$286K Sell
19,334
-3,235
-14% -$48K 0.01% 655
2025
Q2 		$334K Buy
22,569
+3,140
+16% +$44.4K 0.01% 616
2025
Q1 		$279K Sell
19,429
-6,628
-25% -$96.2K 0.01% 649
2024
Q4 		$364K Sell
26,057
-4,798
-16% -$67.6K 0.01% 582
2024
Q3 		$410K Hold
30,855
– – 0.01% 547
2024
Q2 		$386K Buy
30,855
+4,162
+16% +$50.7K 0.01% 540
2024
Q1 		$322K Sell
26,693
-350
-1% -$4.07K 0.01% 580
2023
Q4 		$306K Sell
27,043
-6,959
-20% -$73.8K 0.01% 591
2023
Q3 		$355K Sell
34,002
-2,813
-8% -$30.5K 0.01% 539
2023
Q2 		$395K Sell
36,815
-4,770
-11% -$50K 0.01% 508
2023
Q1 		$435K Sell
41,585
-11,547
-22% -$126K 0.01% 497
2022
Q4 		$579K Sell
53,132
-11,774
-18% -$131K 0.02% 455
2022
Q3 		$687K Sell
64,906
-6,277
-9% -$76.1K 0.02% 437
2022
Q2 		$841K Buy
71,183
+44,799
+170% +$579K 0.02% 403
2022
Q1 		$378K Sell
26,384
-62,339
-70% -$881K 0.01% 622
2021
Q4 		$1.31M Sell
88,723
-1,046
-1% -$15.7K 0.03% 347
2021
Q3 		$1.32M Buy
89,769
+15,108
+20% +$224K 0.03% 344
2021
Q2 		$1.08M Sell
74,661
-58,097
-44% -$840K 0.03% 381
2021
Q1 		$1.86M Hold
132,758
– – 0.05% 276
2020
Q4 		$1.79M Sell
132,758
-1,068
-0.8% -$13K 0.06% 267
2020
Q3 		$1.59M Sell
133,826
-1,047
-0.8% -$12.3K 0.06% 258
2020
Q2 		$1.45M Sell
134,873
-96,829
-42% -$962K 0.06% 267
2020
Q1 		$2.1M Buy
231,702
+149,825
+183% +$1.91M 0.1% 218
2019
Q4 		$1.15M Sell
81,877
-17,753
-18% -$243K 0.04% 337
2019
Q3 		$1.35M Sell
99,630
-6,691
-6% -$88.9K 0.06% 278
2019
Q2 		$1.4M Buy
106,321
+3,140
+3% +$40.5K 0.06% 248
2019
Q1 		$1.32M Sell
103,181
-1,800
-2% -$22.4K 0.06% 266
2018
Q4 		$1.19M Sell
104,981
-131,041
-56% -$1.71M 0.06% 262
2018
Q3 		$3.39M Sell
236,022
-34,943
-13% -$503K 0.13% 192
2018
Q2 		$3.89M Sell
270,965
-45,919
-14% -$660K 0.17% 179
2018
Q1 		$4.46M Buy
316,884
+20,764
+7% +$299K 0.2% 159
2017
Q4 		$4.21M Sell
296,120
-10,817
-4% -$163K 0.22% 143
2017
Q3 		$4.65M Buy
306,937
+1,224
+0.4% +$18K 0.27% 116
2017
Q2 		$4.44M Sell
305,713
-93
-0% -$1.33K 0.29% 111
2017
Q1 		$4.27M Sell
305,806
-1,411
-0.5% -$19.3K 0.29% 112
2016
Q4 		$4.01M Sell
307,217
-46,049
-13% -$620K 0.29% 110
2016
Q3 		$5.03M Buy
353,266
+6,024
+2% +$83.3K 0.51% 42
2016
Q2 		$4.56M Sell
347,242
-1,945
-0.6% -$25K 0.53% 42
2016
Q1 		$4.36M Sell
349,187
-20,936
-6% -$251K 0.54% 45
2015
Q4 		$4.67M Sell
370,123
-45,697
-11% -$620K 0.6% 41
2015
Q3 		$5.59M Sell
415,820
-19,342
-4% -$273K 0.72% 27
2015
Q2 		$6.36M Buy
+435,162
New +$6.43M 0.75% 26
2015
Q1 		– Sell
-353,521
Closed -$5.15M – 27
2014
Q4 		$5.19M Sell
353,521
-12,814
-3% -$202K 0.63% 39
2014
Q3 		$5.83M Sell
366,335
-7,376
-2% -$119K 0.75% 29
2014
Q2 		$5.96M Buy
373,711
+114,385
+44% +$1.79M 0.77% 25
2014
Q1 		$4.03M Buy
259,326
+75,139
+41% +$1.18M 0.57% 45
2013
Q4 		$3.07M Sell
184,187
-523
-0.3% -$9.18K 0.46% 60
2013
Q3 		$3.11M Buy
184,710
+306
+0.2% +$5.09K 0.53% 47
2013
Q2 		$2.98M Buy
+184,404
New +$3.03M 0.51% 48

Other funds holding SPE

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Ancora Advisors's SPE Position: Q1 2026 in Review

Ancora Advisors increased its Special Opportunities Fund (SPE) stake by 24% in Q1 2026, buying an estimated $64.6K and bringing the position to 22,887 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #613.

Ancora Advisors first reported a position in SPE in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.36M in Q2 2015. 43 funds tracked by Wall St. Rank hold SPE as of Q1 2026.

  • Ancora Advisors held 22,887 shares of Special Opportunities Fund worth $315K as of Q1 2026.
  • Ancora Advisors bought 4,417 Special Opportunities Fund shares in Q1 2026, an estimated $64.6K.
  • Special Opportunities Fund made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #613 holding.
  • Ancora Advisors first reported a position in Special Opportunities Fund in Q2 2013 and has held it in 51 quarters since.
  • Ancora Advisors's Special Opportunities Fund position peaked at $6.36M in Q2 2015.
  • 43 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q1 2026.

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