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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
AER icon
1851
AerCap
AER
$22.6B
– –
-95
Closed -$13K
AES icon
1852
AES
AES
$10.6B
– –
-545
Closed -$7.68K
AFG icon
1853
American Financial Group
AFG
$11.7B
– –
-214
Closed -$27.3K
AGCO icon
1854
AGCO
AGCO
$8.92B
– –
-391
Closed -$45.3K
AGI icon
1855
Alamos Gold
AGI
$15.3B
– –
-253
Closed -$11.2K
AGNC icon
1856
AGNC Investment
AGNC
$12.7B
– –
-1,928
Closed -$19.3K
AGO icon
1857
Assured Guaranty
AGO
$3.21B
– –
-90
Closed -$7.33K
AIO
1858
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$894M
– –
-100
Closed -$2.14K
AIV
1859
Aimco
AIV
$360M
– –
-88
Closed -$358
AIZ icon
1860
Assurant
AIZ
$13.9B
– –
-395
Closed -$86K
AKAM icon
1861
Akamai
AKAM
$15.2B
– –
-240
Closed -$27.6K
AL
1862
DELISTED
Air Lease Corp
AL
– –
-2,477
Closed -$161K
ALGN icon
1863
Align Technology
ALGN
$10.9B
– –
-134
Closed -$23K
ALLE icon
1864
Allegion
ALLE
$13.3B
– –
-37
Closed -$5.38K
AMG icon
1865
Affiliated Managers Group
AMG
$9.32B
– –
-133
Closed -$36.8K
AMPY icon
1866
Amplify Energy
AMPY
$205M
– –
-190,990
Closed -$1.19M
AOD
1867
abrdn Total Dynamic Dividend Fund
AOD
$1.13B
– –
-185
Closed -$1.7K
APLE icon
1868
Apple Hospitality REIT
APLE
$3.6B
– –
-83
Closed -$955
AR icon
1869
Antero Resources
AR
$12B
– –
-622
Closed -$26.4K
ARE icon
1870
Alexandria Real Estate Equities
ARE
$8.74B
– –
-365
Closed -$16.9K
ASIX icon
1871
AdvanSix
ASIX
$457M
– –
-25,248
Closed -$616K
ATI icon
1872
ATI
ATI
$28.2B
– –
-178
Closed -$25.9K
AUR icon
1873
Aurora
AUR
$13B
– –
-45
Closed -$185
AVY icon
1874
Avery Dennison
AVY
$12.9B
– –
-182
Closed -$31.4K
AXTA icon
1875
Axalta
AXTA
$7.6B
– –
-247
Closed -$6.84K
73 74
75
76 77

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LNWTC
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DFO
Duquesne Family Office New York $5.21B AUM 87.01% 1-Year Est. Return
CG
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KIM
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CFC
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CCM
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SB
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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.