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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
RIOT icon
1726
Riot Platforms
RIOT
$8.35B
$1.09K ﹤0.01%
40
– –
DAR icon
1727
Darling Ingredients
DAR
$10.6B
$1.09K ﹤0.01%
20
-197
-91% -$11.8K
BXP icon
1728
Boston Properties
BXP
$10.5B
$1.06K ﹤0.01%
16
– –
SBAC icon
1729
SBA Communications
SBAC
$20B
$1.06K ﹤0.01%
6
-95
-94% -$19.6K
PCTY icon
1730
Paylocity
PCTY
$7.62B
$1.04K ﹤0.01%
10
-75
-88% -$7.99K
ALK icon
1731
Alaska Air
ALK
$4.55B
$1.04K ﹤0.01%
20
– –
ALRM icon
1732
Alarm.com
ALRM
$2.75B
$1.03K ﹤0.01%
22
– –
COTY icon
1733
Coty
COTY
$2.43B
$1.01K ﹤0.01%
468
– –
TTWO icon
1734
Take-Two Interactive
TTWO
$39.9B
$1K ﹤0.01%
4
-340
-99% -$75K
MAA icon
1735
Mid-America Apartment Communities
MAA
$14.8B
$973 ﹤0.01%
7
-431
-98% -$56.2K
WK icon
1736
Workiva
WK
$4.01B
$970 ﹤0.01%
20
– –
UNIT
1737
Uniti Group
UNIT
$2.49B
$872 ﹤0.01%
76
– –
LPX icon
1738
Louisiana-Pacific
LPX
$4.69B
$865 ﹤0.01%
11
-318
-97% -$23.5K
LRN icon
1739
Stride
LRN
$3.41B
$862 ﹤0.01%
10
-4
-29% -$368
SAIA icon
1740
Saia
SAIA
$9.44B
$842 ﹤0.01%
2
-32
-94% -$14.1K
CRON
1741
Cronos Group
CRON
$1.17B
$834 ﹤0.01%
300
– –
DRI icon
1742
Darden Restaurants
DRI
$24.2B
$824 ﹤0.01%
4
-76
-95% -$15.2K
BHF icon
1743
Brighthouse Financial
BHF
$3B
$823 ﹤0.01%
13
-292
-96% -$18.2K
EFC
1744
Ellington Financial
EFC
$1.72B
$762 ﹤0.01%
56
– –
RCAT icon
1745
Red Cat Holdings
RCAT
$1.33B
$745 ﹤0.01%
+70
New +$806
TDW icon
1746
Tidewater
TDW
$4.58B
$733 ﹤0.01%
11
– –
PACB icon
1747
Pacific Biosciences
PACB
$410M
$722 ﹤0.01%
430
– –
SUI icon
1748
Sun Communities
SUI
$14.3B
$719 ﹤0.01%
6
-247
-98% -$30.9K
TWO
1749
DELISTED
Two Harbors Investment
TWO
$707 ﹤0.01%
57
– –
INVH icon
1750
Invitation Homes
INVH
$16.8B
$665 ﹤0.01%
22
-50
-69% -$1.41K
68 69
70
71 72

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LNWTC
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DFO
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KIM
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CFC
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CCM
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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.