Ancora Advisors Portfolio holdings
Ancora Advisors manages portfolios for individuals, mutual funds and institutions such as pension plans, and its parent, Ancora Holdings Group, pushes for change at the companies it invests in. Ancora Holdings Group, founded in 2003, won two seats on the C.H. Robinson board and ousted the chief executive there, and in 2024 it led an investor group that bought into Norfolk Southern and fought for seats on the railroad's board. Ancora Advisors screens for two kinds of stocks: companies priced well below what their assets would fetch in liquidation or as a going business, and companies trading below the intrinsic value set by its own Normalized Return analysis. Focus Financial Partners, based in New York, bought Ancora Holdings Group in 2021, and Ancora Advisors is a wholly owned indirect subsidiary of Focus.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ashland
ASH
|
+$113M |
| 2 |
H.B. Fuller
FUL
|
+$77.4M |
| 3 |
Sotera Health
SHC
|
+$42.3M |
| 4 |
Amcor
AMCR
|
+$34.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$47.7M |
| 2 |
RB Global
RBA
|
+$47.1M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$32.2M |
| 4 |
LKQ Corp
LKQ
|
+$30.6M |
| 5 |
Honeywell
HON
|
+$25.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 28.94% |
| 2 | Industrials | 12.84% |
| 3 | Technology | 12.81% |
| 4 | Consumer Discretionary | 10.53% |
| 5 | Financials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Blackstone
BX
$95B
| $15.7M | 0.3% |
133,505
+25,615
| +24% | +$3.08M |
2016 Q4
38 quarters
|
|
77
Qualcomm
QCOM
$185B
| $15.7M | 0.3% |
84,763
-41,304
| -33% | -$7.72M |
2015 Q2
44 quarters
|
|
78
Vontier
VNT
$5.8B
| $15.7M | 0.3% |
539,805
+257,279
| +91% | +$8.22M |
2020 Q4
22 quarters
|
|
79
Gilead Sciences
GILD
$208B
| $15.3M | 0.3% |
121,465
-9,072
| -7% | -$1.2M |
2015 Q2
44 quarters
|
|
80
Visa
V
$794B
| $15.3M | 0.3% |
44,644
+944
| +2% | +$303K |
2015 Q3
43 quarters
|
|
81
Amrize Ltd
AMRZ
$21.8B
| $15.1M | 0.29% |
283,522
+52,759
| +23% | +$2.86M |
2025 Q2
4 quarters
|
|
82
iShares Gold Trust Micro
IAUM
$7.83B
| $15.1M | 0.29% |
377,224
-266,293
| -41% | -$12M |
2025 Q1
5 quarters
|
|
83
Amentum Holdings
AMTM
$5.37B
| $14.8M | 0.29% |
715,652
+12,533
| +2% | +$303K |
2024 Q3
7 quarters
|
|
84
State Street SPDR S&P 500 ETF Trust
SPY
$800B
| $14.6M | 0.28% |
19,604
-447
| -2% | -$324K |
2015 Q2
44 quarters
|
|
85
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.5B
| $14.5M | 0.28% |
59,556
-5,877
| -9% | -$1.37M |
2015 Q2
44 quarters
|
|
86
APi Group
APG
$18.5B
| $14.4M | 0.28% |
341,163
+34,276
| +11% | +$1.5M |
2020 Q2
24 quarters
|
|
87
Salesforce
CRM
$179B
| $14.1M | 0.27% |
90,219
+2,195
| +2% | +$386K |
2019 Q4
26 quarters
|
|
88
iShares MBS ETF
MBB
$35.2B
| $14M | 0.27% |
148,301
+25,577
| +21% | +$2.42M |
2019 Q4
26 quarters
|
|
89
International Flavors & Fragrances
IFF
$20.3B
| $14M | 0.27% |
176,704
+125,563
| +246% | +$9.35M |
2021 Q1
21 quarters
|
|
90
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.06B
| $14M | 0.27% |
234,519
+15,349
| +7% | +$853K |
2015 Q2
44 quarters
|
|
91
iShares A.I. Innovation and Tech Active ETF
BAI
$11.3B
| $13.7M | 0.26% |
260,353
+28,761
| +12% | +$1.31M |
2025 Q3
3 quarters
|
|
92
iShares MSCI EAFE Value ETF
EFV
$31B
| $13.6M | 0.26% |
356,618
-27,044
| -7% | -$1.05M |
2021 Q1
21 quarters
|
|
93
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $13.6M | 0.26% |
190,340
+34,924
| +22% | +$2.43M |
2015 Q2
44 quarters
|
|
94
Avantis US Small Cap Value ETF
AVUV
$32.9B
| $13.6M | 0.26% |
108,656
-312
| -0.3% | -$37.2K |
2023 Q3
11 quarters
|
|
95
Resideo Technologies
REZI
$3.24B
| $13.5M | 0.26% |
+435,550
| New | +$15M |
2026 Q2
0 quarters
|
|
96
Vanguard Morningstar Mid-Cap ETF
VO
$108B
| $13.4M | 0.26% |
166,541
-1,479
| -0.9% | -$115K |
2015 Q2
44 quarters
|
|
97
Concentra Group Holdings
CON
$5.35B
| $13.3M | 0.26% |
446,550
+43,410
| +11% | +$1.08M |
2025 Q3
3 quarters
|
|
98
Fortune Brands Innovations
FBIN
$5.69B
| $13.1M | 0.25% |
239,366
-38,930
| -14% | -$1.56M |
2016 Q4
38 quarters
|
|
99
Walmart Inc
WMT
$1.02T
| $13.1M | 0.25% |
115,781
-7,820
| -6% | -$971K |
2017 Q3
35 quarters
|
|
100
Booking.com
BKNG
$119B
| $12.9M | 0.25% |
72,262
+9,437
| +15% | +$1.61M |
2016 Q4
38 quarters
|
|
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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 28% 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.