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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
BAH icon
1876
Booz Allen Hamilton
BAH
$8.67B
– –
-315
Closed -$24.6K
BAP icon
1877
Credicorp
BAP
$30B
– –
-70
Closed -$23.7K
BBIN icon
1878
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.79B
– –
-924
Closed -$67.6K
BBIO icon
1879
BridgeBio Pharma
BBIO
$14.6B
– –
-100
Closed -$7.43K
BBUS icon
1880
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.18B
– –
-1,609
Closed -$189K
BC icon
1881
Brunswick
BC
$4.66B
– –
-246
Closed -$17.9K
BCH icon
1882
Banco de Chile
BCH
$21.4B
– –
-9
Closed -$333
BCV
1883
Bancroft Fund
BCV
$139M
– –
-1,000
Closed -$21.5K
BEN icon
1884
Franklin Templeton
BEN
$17.6B
– –
-948
Closed -$22.4K
BFAM icon
1885
Bright Horizons
BFAM
$3.24B
– –
-40
Closed -$3.29K
BFH icon
1886
Bread Financial
BFH
$4.16B
– –
-23
Closed -$1.72K
BKLN icon
1887
Invesco Senior Loan ETF
BKLN
$6.77B
– –
-1,126
Closed -$23K
BL icon
1888
BlackLine
BL
$1.75B
– –
-36
Closed -$1.33K
BLDR icon
1889
Builders FirstSource
BLDR
$6.73B
– –
-5
Closed -$412
BLV icon
1890
Vanguard Long-Term Bond ETF
BLV
$5.7B
– –
-8
Closed -$550
BMBL icon
1891
Bumble
BMBL
$384M
– –
-50
Closed -$163
BNS icon
1892
Scotiabank
BNS
$113B
– –
-62
Closed -$4.3K
BOH icon
1893
Bank of Hawaii
BOH
$3.01B
– –
-850
Closed -$63.1K
BOKF icon
1894
BOK Financial
BOKF
$8.25B
– –
-334
Closed -$42.8K
BPOP icon
1895
Popular Inc
BPOP
$10.7B
– –
-324
Closed -$43.5K
BRCC icon
1896
BRC Inc
BRCC
$127M
– –
-10
Closed -$78
BRX icon
1897
Brixmor Property Group
BRX
$8.95B
– –
-856
Closed -$24.7K
BSAC icon
1898
Banco Santander Chile
BSAC
$16.7B
– –
-8
Closed -$267
BSTZ icon
1899
BlackRock Science and Technology Term Trust
BSTZ
$2.15B
– –
-310
Closed -$6.87K
BUD icon
1900
AB InBev
BUD
$157B
– –
-126
Closed -$8.74K
74 75
76
77 78

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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.