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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
DVY icon
751
iShares Select Dividend ETF
DVY
$23.7B
$158K ﹤0.01%
1,009
– –
GWRS icon
752
Global Water Resources
GWRS
$254M
$156K ﹤0.01%
21,500
– –
WULF icon
753
TeraWulf
WULF
$8.91B
$156K ﹤0.01%
+6,300
New +$145K
SPDW icon
754
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.5B
$155K ﹤0.01%
3,070
– –
ALAB icon
755
Astera Labs
ALAB
$50.1B
$155K ﹤0.01%
320
– –
BSX icon
756
Boston Scientific
BSX
$65.2B
$153K ﹤0.01%
3,585
-4,467
-55% -$243K
JQUA icon
757
JPMorgan US Quality Factor ETF
JQUA
$8.7B
$153K ﹤0.01%
2,113
– –
GEHC icon
758
GE HealthCare
GEHC
$30.2B
$152K ﹤0.01%
2,375
-18
-0.8% -$1.18K
MTUM icon
759
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$151K ﹤0.01%
442
-5
-1% -$1.49K
AZN icon
760
AstraZeneca
AZN
$248B
$151K ﹤0.01%
798
-737
-48% -$139K
RYAM icon
761
Rayonier Advanced Materials
RYAM
$578M
$150K ﹤0.01%
19,112
– –
DFUS
762
Dimensional US Equity ETF
DFUS
$21.5B
$150K ﹤0.01%
1,832
– –
O icon
763
Realty Income
O
$57.7B
$150K ﹤0.01%
2,418
-422
-15% -$26.3K
EWA icon
764
CALL
iShares MSCI Australia ETF
EWA
$1.33B
$149K ﹤0.01%
+550
New +$16K
CHRW icon
765
C.H. Robinson
CHRW
$17.5B
$149K ﹤0.01%
790
-139
-15% -$24.7K
SCMB icon
766
Schwab Municipal Bond ETF
SCMB
$4.15B
$149K ﹤0.01%
5,761
– –
NVO
767
Novo Nordisk
NVO
$200B
$149K ﹤0.01%
3,102
-108
-3% -$4.64K
XLP icon
768
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.4B
$149K ﹤0.01%
1,790
– –
RWO icon
769
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.24B
$147K ﹤0.01%
2,965
– –
VGIT icon
770
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.6B
$147K ﹤0.01%
2,492
+526
+27% +$31.1K
BP icon
771
BP
BP
$116B
$147K ﹤0.01%
3,973
-130
-3% -$5.7K
LQD icon
772
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.3B
$147K ﹤0.01%
1,345
-66
-5% -$7.19K
HWM icon
773
Howmet Aerospace
HWM
$92.3B
$146K ﹤0.01%
544
+447
+461% +$115K
TRGP icon
774
Targa Resources
TRGP
$63.1B
$146K ﹤0.01%
544
-6
-1% -$1.54K
YETI icon
775
Yeti Holdings
YETI
$2.97B
$146K ﹤0.01%
2,940
+1,501
+104% +$65.1K
29 30
31
32 33

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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.