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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
+7.38%
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
$5.01B
AUM Growth
+$185M
Cap. Flow
-$132M
Cap. Flow %
-2.63%
Top 10 Hldgs %
27.82%
Holding
2,191
New
143
Increased
393
Reduced
543
Closed
135

Top Buys

Rank Stock Value
1
SEE
Sealed Air
SEE
+$49.1M
2
LKQ icon
LKQ Corp
LKQ
+$47.9M
3
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$16.7M
4
IAUM icon
iShares Gold Trust Micro
IAUM
+$16.1M
5
ZTS icon
Zoetis
ZTS
+$14.9M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$87.2M
2
RBA icon
RB Global
RBA
+$37.8M
3
AMCR icon
Amcor
AMCR
+$37.7M
4
GPRE icon
Green Plains
GPRE
+$21.9M
5
WY icon
Weyerhaeuser
WY
+$21.2M

Sector Composition

Rank Sector Weight
1 Industrials 18.53%
2 Technology 13.61%
3 Consumer Discretionary 13.16%
4 Financials 8.74%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGII
1976
DELISTED
Seaport Global Acquisition II Corp. Class A Common Stock
SGII
$0 ﹤0.01%
2,000
– –
IFIN.WS
1977
DELISTED
InFinT Acquisition Corporation Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per whole share
IFIN.WS
$0 ﹤0.01%
20,213
– –
HLGN.WS
1978
DELISTED
Heliogen, Inc. Redeemable Warrants, Each whole warrant is exercisable for 1/35th of a share of Common Stock at an exercise price of $402.50
HLGN.WS
– –
-14,004
Closed -$84
WEJOW
1979
DELISTED
Wejo Group Limited Warrant
WEJOW
$0 ﹤0.01%
12,698
– –
FRC
1980
DELISTED
First Republic Bank
FRC
$0 ﹤0.01%
147
– –
SFT
1981
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$0 ﹤0.01%
28
– –
RSX
1982
DELISTED
VanEck Russia ETF
RSX
$0 ﹤0.01%
400
– –
ATHX
1983
DELISTED
Athersys, Inc. Common Stock
ATHX
$0 ﹤0.01%
564
+254
+82% –
EMWP
1984
DELISTED
Eros Media World PLC
EMWP
$0 ﹤0.01%
+15
New –
CFRX
1985
DELISTED
ContraFect Corporation
CFRX
$0 ﹤0.01%
28
– –
NAVB
1986
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$0 ﹤0.01%
100
– –
ACUR
1987
DELISTED
Acura Pharmaceuticals
ACUR
$0 ﹤0.01%
+500
New –
AMAC
1988
DELISTED
AMER MEDICAL ALERT CORP
AMAC
$0 ﹤0.01%
35,100
– –
FPFC
1989
DELISTED
FIRST PL FINL CORP DEL
FPFC
$0 ﹤0.01%
450
– –
TSC
1990
DELISTED
STEPHAN CO
TSC
– –
-847
Closed -$647
NTII
1991
DELISTED
NEUROBIOLOGICAL TECHNOLOGS INC
NTII
$0 ﹤0.01%
85
– –
ATPL
1992
DELISTED
ATLANTIS PLASTICS INC CL-A
ATPL
$0 ﹤0.01%
640
– –
BRBI
1993
DELISTED
BLUE RIVER BANCSHARES INC
BRBI
$0 ﹤0.01%
6,000
– –
PTA
1994
DELISTED
PENN TREATY AMERICAN CORPORATION NEW
PTA
$0 ﹤0.01%
50,000
– –
OTV
1995
DELISTED
ONETRAVEL HOLDINGS, INC. (NEW)
OTV
$0 ﹤0.01%
2
– –
ERTH
1996
DELISTED
EARTHSHELL CORP
ERTH
$0 ﹤0.01%
250
– –
CMDB
1997
Costamare Bulkers Holdings
CMDB
$474M
– –
-263,983
Closed -$2.29M
FU
1998
DELISTED
FAB UNIVERSAL CORP COM
FU
$0 ﹤0.01%
142
– –
BQI
1999
DELISTED
OILSANDS QUEST INC COM STK
BQI
$0 ﹤0.01%
1,000
– –
76 77 78 79
80

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Ancora Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Ancora Advisors held 2,191 positions worth $5.01B, up 3.8% from $4.82B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ancora Advisors's Q3 2025 filing shows 143 new, 393 increased, 543 reduced and 135 closed positions. Its largest new stake was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M. The largest sale was Norfolk Southern, an estimated $87.2M.

By sector, the portfolio is most concentrated in Industrials at 19% of assets, down from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Ancora Advisors's largest Q3 2025 buy was Liberty Capital Corp Series C GCI Group Common Stock: 473,593 shares worth $17.7M.
  • Ancora Advisors added most to Sealed Air in Q3 2025, an estimated $49.1M increase.
  • Ancora Advisors's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $87.2M.
  • Ancora Advisors fully exited Pitney Bowes in Q3 2025, selling an estimated $18.2M.
  • Ancora Advisors's ten largest holdings make up 28% of its $5.01B portfolio in Q3 2025.
  • Ancora Advisors opened 143 new positions and closed 135 in Q3 2025.
  • Ancora Advisors's portfolio value rose 3.8% quarter-over-quarter to $5.01B.

Based on Ancora Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.