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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
VICR icon
1276
Vicor
VICR
$9.62B
$32.2K ﹤0.01%
200
– –
FTRE icon
1277
Fortrea Holdings
FTRE
$1.85B
$31.9K ﹤0.01%
3,391
– –
IXC icon
1278
iShares Global Energy ETF
IXC
$2.71B
$31.9K ﹤0.01%
554
-16
-3% -$797
SUI icon
1279
Sun Communities
SUI
$15B
$31.9K ﹤0.01%
253
+66
+35% +$8.53K
BBVA icon
1280
Banco Bilbao Vizcaya Argentaria
BBVA
$144B
$31.7K ﹤0.01%
1,462
-265
-15% -$6.13K
LEA icon
1281
Lear
LEA
$7.19B
$31.6K ﹤0.01%
261
– –
NXPI icon
1282
NXP Semiconductors
NXPI
$68B
$31.5K ﹤0.01%
160
+5
+3% +$1.11K
CMS icon
1283
CMS Energy
CMS
$23.1B
$31.5K ﹤0.01%
406
+55
+16% +$4.08K
AGM icon
1284
Federal Agricultural Mortgage
AGM
$2.27B
$31.4K ﹤0.01%
212
-15,943
-99% -$2.61M
SIL icon
1285
Global X Silver Miners ETF NEW
SIL
$4.08B
$31.4K ﹤0.01%
349
– –
AVY icon
1286
Avery Dennison
AVY
$12.3B
$31.4K ﹤0.01%
182
+42
+30% +$7.71K
VMO icon
1287
Invesco Municipal Opportunity Trust
VMO
$647M
$31.3K ﹤0.01%
3,288
-341
-9% -$3.33K
WTRG icon
1288
Essential Utilities
WTRG
$11.2B
$31.3K ﹤0.01%
776
– –
SPPP
1289
Sprott Physical Platinum and Palladium Trust
SPPP
$560M
$31.1K ﹤0.01%
2,000
– –
OZK icon
1290
Bank OZK
OZK
$5.49B
$31K ﹤0.01%
675
+157
+30% +$7.4K
SOC icon
1291
Sable Offshore Corp
SOC
$903M
$30.9K ﹤0.01%
+1,871
New +$21.9K
HAS icon
1292
Hasbro
HAS
$12.6B
$30.8K ﹤0.01%
329
+25
+8% +$2.33K
PB icon
1293
Prosperity Bancshares
PB
$8.77B
$30.6K ﹤0.01%
456
– –
QXO
1294
QXO Inc
QXO
$14.2B
$30.5K ﹤0.01%
1,568
+1,031
+192% +$23.6K
PEG icon
1295
Public Service Enterprise Group
PEG
$39.8B
$30.4K ﹤0.01%
376
+23
+7% +$1.89K
JAZZ icon
1296
Jazz Pharmaceuticals
JAZZ
$15.9B
$30.2K ﹤0.01%
160
+7
+5% +$1.22K
PFG icon
1297
Principal Financial Group
PFG
$23.6B
$30.1K ﹤0.01%
334
– –
BIL icon
1298
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$30.1K ﹤0.01%
328
-55
-14% -$5.03K
EA icon
1299
Electronic Arts
EA
$52.4B
$30K ﹤0.01%
147
+31
+27% +$6.26K
LNT icon
1300
Alliant Energy
LNT
$19.4B
$29.9K ﹤0.01%
416
-197
-32% -$13.6K
50 51
52
53 54

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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.