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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
CLX icon
1176
Clorox
CLX
$11.1B
$28K ﹤0.01%
293
-91
-24% -$8.73K
ITEQ icon
1177
Amplify BlueStar Israel Technology ETF
ITEQ
$108M
$27.9K ﹤0.01%
420
– –
STAG icon
1178
STAG Industrial
STAG
$7.24B
$27.9K ﹤0.01%
732
-990
-57% -$37.8K
SAMG icon
1179
Silvercrest Asset Management
SAMG
$78.5M
$27.8K ﹤0.01%
2,753
– –
EWBC icon
1180
East-West Bancorp
EWBC
$17.7B
$27.5K ﹤0.01%
213
-51
-19% -$6.27K
MSCI icon
1181
MSCI
MSCI
$40.1B
$27.4K ﹤0.01%
49
+10
+26% +$5.83K
BDC icon
1182
Belden
BDC
$4.77B
$27K ﹤0.01%
+225
New +$26.2K
ACIC icon
1183
American Coastal Insurance
ACIC
$440M
$26.9K ﹤0.01%
2,420
– –
SPG icon
1184
Simon Property Group
SPG
$68.6B
$26.8K ﹤0.01%
120
-543
-82% -$112K
CAVA icon
1185
CAVA Group
CAVA
$7.02B
$26.8K ﹤0.01%
341
-2
-0.6% -$168
JOBY icon
1186
Joby Aviation
JOBY
$6.77B
$26.8K ﹤0.01%
3,000
+1,000
+50% +$9.66K
TBF icon
1187
ProShares Short 20+ Year Treasury ETF
TBF
$117M
$26.7K ﹤0.01%
1,102
– –
PFG icon
1188
Principal Financial Group
PFG
$24.6B
$26.6K ﹤0.01%
247
-87
-26% -$8.83K
IBIT icon
1189
PUT
iShares Bitcoin Trust
IBIT
$61B
$26.6K ﹤0.01%
+100
New +$4.07K
BLOK icon
1190
Amplify Blockchain Technology ETF
BLOK
$1.16B
$26.3K ﹤0.01%
420
-75
-15% -$4.63K
BTI icon
1191
British American Tobacco
BTI
$119B
$26.1K ﹤0.01%
423
-303
-42% -$18.3K
BFC icon
1192
Bank First Corp
BFC
$1.72B
$25.8K ﹤0.01%
174
– –
CDE icon
1193
Coeur Mining
CDE
$21.2B
$25.8K ﹤0.01%
1,579
– –
CGGR icon
1194
Capital Group Growth ETF
CGGR
$25.4B
$25.4K ﹤0.01%
539
+400
+288% +$18.1K
VCRB icon
1195
Vanguard Core Bond ETF
VCRB
$7.67B
$25.3K ﹤0.01%
328
– –
VUSB icon
1196
Vanguard Ultra-Short Bond ETF
VUSB
$10.2B
$25.3K ﹤0.01%
509
– –
MSTR icon
1197
Strategy Inc
MSTR
$54.2B
$25.2K ﹤0.01%
290
+153
+112% +$22.2K
ISVL icon
1198
iShares International Developed Small Cap Value Factor ETF
ISVL
$340M
$25.2K ﹤0.01%
500
– –
VGHY
1199
Vanguard High-Yield Active ETF
VGHY
$307M
$25K ﹤0.01%
+334
New +$25K
IBDW icon
1200
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.56B
$24.9K ﹤0.01%
1,195
– –
46 47
48
49 50

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LNWTC
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DFO
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KIM
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CFC
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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.