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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
TGTX icon
1676
TG Therapeutics
TGTX
$8.58B
$10K ﹤0.01%
301
– –
WF icon
1677
Woori Financial
WF
$15.8B
$9.99K ﹤0.01%
150
– –
ZOM
1678
DELISTED
Zomedica Corp.
ZOM
$9.98K ﹤0.01%
83,610
-216,390
-72% -$25.8K
GFL icon
1679
GFL Environmental
GFL
$14.3B
$9.89K ﹤0.01%
+237
New +$10.1K
SANM icon
1680
Sanmina
SANM
$11.2B
$9.85K ﹤0.01%
76
– –
CSGP icon
1681
CoStar Group
CSGP
$11.3B
$9.84K ﹤0.01%
244
-175
-42% -$9.11K
MRCY icon
1682
Mercury Systems
MRCY
$6.2B
$9.84K ﹤0.01%
135
– –
BBY icon
1683
Best Buy
BBY
$18B
$9.81K ﹤0.01%
153
-263
-63% -$17.3K
FMDE icon
1684
Fidelity Enhanced Mid Cap Core ETF
FMDE
$7.52B
$9.78K ﹤0.01%
+272
New +$10.1K
SNDR icon
1685
Schneider National
SNDR
$6.59B
$9.78K ﹤0.01%
371
-839
-69% -$23.2K
OGIG icon
1686
ALPS O'Shares Global Internet Giants ETF
OGIG
$99.2M
$9.71K ﹤0.01%
238
– –
NBTB icon
1687
NBT Bancorp
NBTB
$2.72B
$9.71K ﹤0.01%
228
– –
BMEZ icon
1688
BlackRock Health Sciences Trust II
BMEZ
$957M
$9.71K ﹤0.01%
676
+600
+789% +$8.91K
UPST icon
1689
Upstart Holdings
UPST
$2.58B
$9.62K ﹤0.01%
375
– –
PCG icon
1690
PG&E
PCG
$47.8B
$9.56K ﹤0.01%
544
– –
MCHI icon
1691
iShares MSCI China ETF
MCHI
$6.04B
$9.49K ﹤0.01%
+169
New +$10.2K
THG icon
1692
Hanover Insurance
THG
$7.63B
$9.36K ﹤0.01%
54
-281
-84% -$48.9K
CIEN icon
1693
Ciena
CIEN
$55.3B
$9.32K ﹤0.01%
24
+5
+26% +$1.53K
CASH icon
1694
Pathward Financial
CASH
$1.81B
$9.28K ﹤0.01%
104
– –
PCTY icon
1695
Paylocity
PCTY
$6.71B
$9.18K ﹤0.01%
85
+66
+347% +$8.1K
CLH icon
1696
Clean Harbors
CLH
$16.1B
$9.18K ﹤0.01%
+32
New +$8.73K
VNQI icon
1697
Vanguard Global ex-US Real Estate ETF
VNQI
$3.46B
$9.16K ﹤0.01%
206
– –
OTEX icon
1698
Open Text
OTEX
$5.43B
$9.1K ﹤0.01%
409
+396
+3,046% +$10.3K
SLVM icon
1699
Sylvamo
SLVM
$1.52B
$9.08K ﹤0.01%
215
– –
VEGI icon
1700
iShares MSCI Agriculture Producers ETF
VEGI
$159M
$9.05K ﹤0.01%
200
– –
66 67
68
69 70

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.