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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
CRD.B icon
1001
Crawford & Co Class B
CRD.B
$493M
$65.9K ﹤0.01%
6,500
– –
TOKE
1002
DELISTED
Cambria Cannabis ETF
TOKE
$65.7K ﹤0.01%
12,849
– –
LOPE icon
1003
Grand Canyon Education
LOPE
$3.71B
$65K ﹤0.01%
382
+136
+55% +$22.8K
TM icon
1004
Toyota
TM
$210B
$64.9K ﹤0.01%
315
+87
+38% +$19.7K
SNA icon
1005
Snap-on
SNA
$20.9B
$64.7K ﹤0.01%
178
+5
+3% +$1.85K
SCHJ icon
1006
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$852M
$64.3K ﹤0.01%
2,602
– –
ROBO icon
1007
ROBO Global Robotics & Automation Index ETF
ROBO
$1.9B
$64.2K ﹤0.01%
938
+137
+17% +$10.1K
SGC icon
1008
Superior Group of Companies
SGC
$193M
$64.1K ﹤0.01%
+6,305
New +$63.5K
RCL icon
1009
Royal Caribbean
RCL
$78.7B
$64K ﹤0.01%
233
+24
+11% +$7.15K
JIVE icon
1010
JPMorgan International Value ETF
JIVE
$3.3B
$64K ﹤0.01%
747
– –
POST icon
1011
Post Holdings
POST
$4.12B
$63.9K ﹤0.01%
646
+313
+94% +$31.9K
NUV icon
1012
Nuveen Municipal Value Fund
NUV
$1.91B
$63.8K ﹤0.01%
7,093
-47
-0.7% -$429
SEIC icon
1013
SEI Investments
SEIC
$11.9B
$63.4K ﹤0.01%
808
+108
+15% +$8.89K
RGTI icon
1014
Rigetti Computing
RGTI
$4.7B
$63.3K ﹤0.01%
4,511
– –
EFX icon
1015
Equifax
EFX
$20.3B
$63.2K ﹤0.01%
351
+39
+13% +$7.75K
MGY icon
1016
Magnolia Oil & Gas
MGY
$5.83B
$63.1K ﹤0.01%
2,000
– –
BOH icon
1017
Bank of Hawaii
BOH
$3.33B
$63.1K ﹤0.01%
850
+105
+14% +$7.81K
GIS icon
1018
General Mills
GIS
$19.2B
$62.9K ﹤0.01%
1,689
+729
+76% +$31.7K
XLG icon
1019
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
$62.9K ﹤0.01%
1,152
– –
ESGD icon
1020
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$62.8K ﹤0.01%
657
– –
GPN icon
1021
Global Payments
GPN
$22.1B
$62.7K ﹤0.01%
932
– –
BHP icon
1022
BHP
BHP
$213B
$62.6K ﹤0.01%
861
+63
+8% +$4.45K
CGMU icon
1023
Capital Group Municipal Income ETF
CGMU
$6.35B
$62.4K ﹤0.01%
2,300
– –
INFY icon
1024
Infosys
INFY
$45B
$62.1K ﹤0.01%
4,600
– –
STAG icon
1025
STAG Industrial
STAG
$7.86B
$62.1K ﹤0.01%
1,722
-44
-2% -$1.67K
39 40
41
42 43

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $4.72B AUM 29.46% 1-Year Est. Return
EI
EFG International Zurich $4.67B AUM
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

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.