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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
JIVE icon
926
JPMorgan International Value ETF
JIVE
$3.94B
$76.4K ﹤0.01%
830
+83
+11% +$7.57K
NU icon
927
Nu Holdings
NU
$74.1B
$76.3K ﹤0.01%
5,712
– –
VWOB icon
928
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.34B
$76K ﹤0.01%
1,130
-596
-35% -$39.8K
BE icon
929
Bloom Energy
BE
$81.6B
$75.7K ﹤0.01%
250
-35
-12% -$8.97K
MED icon
930
Medifast
MED
$136M
$74.9K ﹤0.01%
+7,060
New +$81.4K
IEF icon
931
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
$74.5K ﹤0.01%
788
– –
RF icon
932
Regions Financial
RF
$25.6B
$73.2K ﹤0.01%
2,425
-653
-21% -$18.3K
DWM icon
933
WisdomTree International Equity Fund
DWM
$676M
$73.2K ﹤0.01%
1,000
– –
IEP icon
934
Icahn Enterprises
IEP
$4.91B
$72.8K ﹤0.01%
10,100
– –
TXUE
935
Thornburg International Equity ETF
TXUE
$560M
$72.8K ﹤0.01%
2,108
– –
GT icon
936
Goodyear
GT
$1.68B
$72.8K ﹤0.01%
11,025
+8,625
+359% +$55.5K
IFRA icon
937
iShares US Infrastructure ETF
IFRA
$4.25B
$72.2K ﹤0.01%
1,146
-151
-12% -$9.21K
XLG icon
938
Invesco S&P 500 Top 50 ETF
XLG
$11.1B
$72.1K ﹤0.01%
1,178
+26
+2% +$1.59K
UNH icon
939
CALL
UnitedHealth
UNH
$360B
$71.9K ﹤0.01%
25
-50
-67% -$18.5K
LWLG icon
940
Lightwave Logic
LWLG
$863M
$71.6K ﹤0.01%
7,571
+5,640
+292% +$66.1K
GSK icon
941
GSK
GSK
$97.3B
$71.4K ﹤0.01%
1,362
-3,955
-74% -$209K
NTR icon
942
Nutrien
NTR
$38.5B
$70.4K ﹤0.01%
1,118
-13
-1% -$909
TFLO icon
943
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
$70.2K ﹤0.01%
1,387
-276
-17% -$14K
BSCR icon
944
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$70K ﹤0.01%
3,568
– –
EDIV icon
945
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.24B
$69.6K ﹤0.01%
+1,700
New +$69.8K
WEC icon
946
WEC Energy
WEC
$34.9B
$69.6K ﹤0.01%
596
-98
-14% -$11.2K
ELV icon
947
Elevance Health
ELV
$87.2B
$68.8K ﹤0.01%
178
-236
-57% -$87.5K
UUUU icon
948
Energy Fuels
UUUU
$3.87B
$68.4K ﹤0.01%
4,715
– –
GPN icon
949
Global Payments
GPN
$23.7B
$67.6K ﹤0.01%
932
– –
ESGD icon
950
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$67.5K ﹤0.01%
657
– –
36 37
38
39 40

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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.