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AA

Ancora Advisors Portfolio holdings

AUM $5.19B
1-Year Est. Return 23.19%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+23.19%
3 Year Est. Return
+74.21%
5 Year Est. Return
+90.38%
10 Year Est. Return
+426.77%
AUM
$5.19B
AUM Growth
+$490M
Cap. Flow
+$36.1M
Cap. Flow %
0.7%
Top 10 Hldgs %
24.85%
Holding
2,586
New
110
Increased
324
Reduced
839
Closed
514

Top Buys

Rank Stock Value
1
ASH icon
Ashland
ASH
+$113M
2
FUL icon
H.B. Fuller
FUL
+$77.4M
3
SHC icon
Sotera Health
SHC
+$42.3M
4
AMCR icon
Amcor
AMCR
+$34.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$28M

Top Sells

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$47.7M
2
RBA icon
RB Global
RBA
+$47.1M
3
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$32.2M
4
LKQ icon
LKQ Corp
LKQ
+$30.6M
5
HON icon
Honeywell
HON
+$25.6M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.95%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CBOE icon
401
Cboe Global Markets
CBOE
$30.6B
$1.13M 0.02%
4,644
-199
-4% -$60.9K
PM icon
402
Philip Morris
PM
$288B
$1.12M 0.02%
6,208
-576
-8% -$99.9K
IT icon
403
Gartner
IT
$10.9B
$1.12M 0.02%
8,657
-394
-4% -$59.3K
WFC icon
404
Wells Fargo
WFC
$266B
$1.12M 0.02%
13,561
-2,006
-13% -$161K
TPR icon
405
Tapestry
TPR
$23.4B
$1.09M 0.02%
7,478
-1,244
-14% -$178K
MTBA icon
406
Simplify MBS ETF
MTBA
$1.44B
$1.08M 0.02%
22,000
– –
VZ icon
407
Verizon
VZ
$209B
$1.08M 0.02%
25,472
-6,787
-21% -$318K
UTZ icon
408
Utz Brands
UTZ
$1.26B
$1.07M 0.02%
+138,670
New +$1.03M
ADI icon
409
Analog Devices
ADI
$176B
$1.06M 0.02%
2,679
-201
-7% -$79.6K
NEM icon
410
Newmont
NEM
$134B
$1.06M 0.02%
11,371
-548
-5% -$59.7K
AOUT icon
411
American Outdoor Brands
AOUT
$186M
$1.04M 0.02%
88,816
– –
WRB icon
412
W.R. Berkley
WRB
$25.9B
$1.04M 0.02%
14,702
-569
-4% -$38.1K
ADX icon
413
Adams Diversified Equity Fund
ADX
$3.26B
$1.02M 0.02%
40,046
-13,850
-26% -$339K
WY icon
414
Weyerhaeuser
WY
$16.4B
$1.01M 0.02%
41,993
-4,271
-9% -$104K
PKG icon
415
Packaging Corp of America
PKG
$20.7B
$1M 0.02%
4,200
-411
-9% -$90.1K
BAM icon
416
Brookfield Asset Management
BAM
$78.1B
$995K 0.02%
22,184
-989
-4% -$46.7K
SLV icon
417
iShares Silver Trust
SLV
$32B
$995K 0.02%
18,607
-2,879
-13% -$191K
BUFR icon
418
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
$993K 0.02%
27,189
– –
GDX icon
419
VanEck Gold Miners ETF
GDX
$29.9B
$980K 0.02%
12,993
-30
-0.2% -$2.65K
APH icon
420
Amphenol
APH
$202B
$975K 0.02%
11,060
+6,930
+168% +$500K
ISRG icon
421
Intuitive Surgical
ISRG
$124B
$970K 0.02%
2,439
+15
+0.6% +$6.55K
VOE icon
422
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$958K 0.02%
4,846
-287
-6% -$55.5K
SRBK icon
423
SR Bancorp
SRBK
$143M
$956K 0.02%
48,600
+1,050
+2% +$19.4K
AIQ icon
424
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$952K 0.02%
14,508
+1,265
+10% +$75.5K
SPLV icon
425
Invesco S&P 500 Low Volatility ETF
SPLV
$7.1B
$944K 0.02%
12,609
+1
+0% +$74
15 16
17
18 19

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DFO
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KIM
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Ancora Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Ancora Advisors held 2,586 positions worth $5.19B, up 10% from $4.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Ancora Advisors's Q2 2026 filing shows 110 new, 324 increased, 839 reduced and 514 closed positions. Its largest new stake was H.B. Fuller: 1,257,802 shares worth $73.3M. The largest sale was Warner Bros, an estimated $47.7M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, up from 29% a quarter earlier, followed by Industrials and Technology.

  • Ancora Advisors's largest Q2 2026 buy was H.B. Fuller: 1,257,802 shares worth $73.3M.
  • Ancora Advisors added most to Ashland in Q2 2026, an estimated $113M increase.
  • Ancora Advisors's biggest Q2 2026 reduction was Warner Bros, cutting an estimated $47.7M.
  • Ancora Advisors fully exited Insteel Industries in Q2 2026, selling an estimated $3.87M.
  • Ancora Advisors's ten largest holdings make up 25% of its $5.19B portfolio in Q2 2026.
  • Ancora Advisors opened 110 new positions and closed 514 in Q2 2026.
  • Ancora Advisors's portfolio value rose 10% quarter-over-quarter to $5.19B.

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