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AA

Ancora Advisors Portfolio holdings

AUM $4.7B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
-0.3%
1 Year Est. Return
+19.05%
3 Year Est. Return
+64.25%
5 Year Est. Return
+78.87%
10 Year Est. Return
+385.89%
AUM
$4.7B
AUM Growth
-$154M
Cap. Flow
-$21.1M
Cap. Flow %
-0.45%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
588
Closed
260

Top Buys

Rank Stock Value
1
WBD icon
Warner Bros
WBD
+$49.4M
2
RYN icon
Rayonier
RYN
+$28M
3
APTV icon
Aptiv
APTV
+$19.7M
4
GILD icon
Gilead Sciences
GILD
+$17.7M
5
UNP icon
Union Pacific
UNP
+$14.6M

Top Sells

Rank Stock Value
1
KVYO icon
Klaviyo
KVYO
+$27.6M
2
AMT icon
American Tower
AMT
+$20.8M
3
PCH
PotlatchDeltic
PCH
+$18.7M
4
RAL
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Industrials 13.76%
2 Technology 12.95%
3 Consumer Discretionary 11.21%
4 Financials 8.06%
5 Healthcare 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHK icon
451
Schwab 1000 Index ETF
SCHK
$5.65B
$718K 0.02%
22,916
– –
EMR icon
452
Emerson Electric
EMR
$82.9B
$711K 0.02%
5,423
-49
-0.9% -$7.05K
TLN
453
Talen Energy Corp
TLN
$17.2B
$710K 0.02%
2,223
-704
-24% -$248K
DG icon
454
Dollar General
DG
$25.9B
$703K 0.02%
5,924
-890
-13% -$127K
VYMI icon
455
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
$691K 0.01%
7,327
+2
+0% +$191
DAL icon
456
Delta Air Lines
DAL
$55.9B
$674K 0.01%
10,137
+186
+2% +$12.5K
FITB
457
Fifth Third Bancorp
FITB
$52B
$673K 0.01%
14,486
+725
+5% +$35.7K
ACWI icon
458
iShares MSCI ACWI ETF
ACWI
$32.6B
$670K 0.01%
4,845
-705
-13% -$101K
NOW icon
459
ServiceNow
NOW
$102B
$667K 0.01%
6,384
+1,438
+29% +$169K
ACNT icon
460
Ascent Industries
ACNT
$137M
$662K 0.01%
49,750
+670
+1% +$10.4K
WSBC icon
461
WesBanco
WSBC
$3.95B
$645K 0.01%
18,692
-1,600
-8% -$55.8K
MGC icon
462
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$643K 0.01%
2,721
– –
PNR icon
463
Pentair
PNR
$10.2B
$639K 0.01%
7,330
-30,860
-81% -$3.02M
JBND icon
464
JPMorgan Active Bond ETF
JBND
$8.35B
$638K 0.01%
11,864
– –
HBM icon
465
Hudbay
HBM
$9.92B
$637K 0.01%
30,500
– –
INTC icon
466
Intel
INTC
$466B
$637K 0.01%
14,433
+121
+0.8% +$5.55K
VEU icon
467
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$636K 0.01%
8,463
+36
+0.4% +$2.79K
VCIT icon
468
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$634K 0.01%
7,665
+1,724
+29% +$144K
BWMN icon
469
Bowman Consulting
BWMN
$454M
$630K 0.01%
22,166
+6,620
+43% +$216K
FDVV icon
470
Fidelity High Dividend ETF
FDVV
$10.1B
$629K 0.01%
11,383
+108
+1% +$6.21K
INTU icon
471
Intuit
INTU
$81.1B
$628K 0.01%
1,452
+129
+10% +$61.5K
PAVE icon
472
Global X US Infrastructure Development ETF
PAVE
$14.3B
$620K 0.01%
12,201
-1,135
-9% -$59.1K
AIQ icon
473
Global X Artificial Intelligence & Technology ETF
AIQ
$9.23B
$618K 0.01%
13,243
+260
+2% +$13.1K
IYW icon
474
iShares US Technology ETF
IYW
$23.7B
$616K 0.01%
3,397
-176
-5% -$34K
ASIX icon
475
AdvanSix
ASIX
$567M
$616K 0.01%
+25,248
New +$477K
17 18
19
20 21

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GCM
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CCWM
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GCL
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KCM
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SCB
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EI
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Ancora Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Ancora Advisors held 2,736 positions worth $4.7B, down 3.2% from $4.85B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Ancora Advisors's Q1 2026 filing shows 217 new, 745 increased, 588 reduced and 260 closed positions. Its largest new stake was Aptiv: 255,520 shares worth $17.7M. The largest sale was Klaviyo, an estimated $27.6M.

By sector, the portfolio is most concentrated in Industrials at 14% of assets, up from 13% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q1 2026 buy was Aptiv: 255,520 shares worth $17.7M.
  • Ancora Advisors added most to Warner Bros in Q1 2026, an estimated $49.4M increase.
  • Ancora Advisors's biggest Q1 2026 reduction was Klaviyo, cutting an estimated $27.6M.
  • Ancora Advisors fully exited PotlatchDeltic in Q1 2026, selling an estimated $18.7M.
  • Ancora Advisors's ten largest holdings make up 26% of its $4.7B portfolio in Q1 2026.
  • Ancora Advisors opened 217 new positions and closed 260 in Q1 2026.
  • Ancora Advisors's portfolio value fell 3.2% quarter-over-quarter to $4.7B.

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