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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
VTS icon
1276
Vitesse Energy
VTS
$759M
$19K ﹤0.01%
1,207
-222
-16% -$3.93K
VRSN icon
1277
VeriSign
VRSN
$25.5B
$18.9K ﹤0.01%
75
-57
-43% -$15.8K
WSM icon
1278
Williams-Sonoma
WSM
$26.8B
$18.7K ﹤0.01%
80
-40
-33% -$7.93K
MUFG icon
1279
Mitsubishi UFJ Financial
MUFG
$266B
$18.5K ﹤0.01%
928
-1,765
-66% -$33.2K
YORW icon
1280
York Water
YORW
$555M
$18.4K ﹤0.01%
600
– –
MARO
1281
YieldMax MARA Option Income Strategy ETF
MARO
$43.1M
$18.4K ﹤0.01%
+3,000
New +$18.9K
UVE icon
1282
Universal Insurance Holdings
UVE
$1.22B
$18.2K ﹤0.01%
441
– –
ARKG icon
1283
ARK Genomic Revolution ETF
ARKG
$2.01B
$18.1K ﹤0.01%
431
– –
FRE
1284
DELISTED
FREDDIE MAC D/B/A VOTING
FRE
$17.9K ﹤0.01%
3,000
– –
VVV icon
1285
Valvoline
VVV
$3.9B
$17.8K ﹤0.01%
450
– –
RSPT icon
1286
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.83B
$17.7K ﹤0.01%
274
+1
+0.4% +$57
LOUP
1287
Innovator Deepwater Frontier Tech ETF
LOUP
$215M
$17.6K ﹤0.01%
179
-225
-56% -$19.5K
WDFC icon
1288
WD-40
WDFC
$2.71B
$17.5K ﹤0.01%
72
– –
CAG icon
1289
Conagra Brands
CAG
$7.33B
$17.5K ﹤0.01%
1,300
-2,632
-67% -$36.8K
ZWS icon
1290
Zurn Elkay Water Solutions
ZWS
$7.85B
$17.5K ﹤0.01%
346
– –
GIS icon
1291
General Mills
GIS
$20.2B
$17.4K ﹤0.01%
500
-1,189
-70% -$41.1K
BWA icon
1292
BorgWarner
BWA
$13.5B
$17.4K ﹤0.01%
262
-665
-72% -$42.1K
CRS icon
1293
Carpenter Technology
CRS
$22.7B
$17.3K ﹤0.01%
28
-74
-73% -$34.8K
EVEX icon
1294
Eve Holding
EVEX
$784M
$17.3K ﹤0.01%
+6,875
New +$19.8K
VCX
1295
Fundrise Innovation Fund
VCX
$17.2K ﹤0.01%
+199
New +$28.4K
MNRO icon
1296
Monro
MNRO
$391M
$17.1K ﹤0.01%
1,000
-273,461
-100% -$4.48M
LAZ icon
1297
Lazard
LAZ
$4.29B
$16.8K ﹤0.01%
400
– –
ELF icon
1298
e.l.f. Beauty
ELF
$6.16B
$16.6K ﹤0.01%
225
-439
-66% -$26.7K
IPAY icon
1299
Amplify Mobile Payments ETF
IPAY
$175M
$16.6K ﹤0.01%
360
– –
TTE icon
1300
TotalEnergies
TTE
$199B
$16.5K ﹤0.01%
212
-323
-60% -$28.6K
50 51
52
53 54

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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.