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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
ECAT icon
2026
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.5B
$1.36K ﹤0.01%
100
– –
SID icon
2027
Companhia Siderúrgica Nacional
SID
$1.43B
$1.35K ﹤0.01%
+1,092
New +$1.78K
HNR
2028
DELISTED
Harvest Natural Resources
HNR
$1.35K ﹤0.01%
45,000
– –
BL icon
2029
BlackLine
BL
$1.69B
$1.33K ﹤0.01%
36
– –
FOX icon
2030
Fox Class B
FOX
$20.7B
$1.33K ﹤0.01%
25
– –
GDLC
2031
Grayscale CoinDesk Crypto 5 ETF
GDLC
$354M
$1.31K ﹤0.01%
+42
New +$1.49K
CHAT icon
2032
Roundhill Generative AI & Technology ETF
CHAT
$1.8B
$1.3K ﹤0.01%
21
+9
+75% +$564
OBE
2033
Obsidian Energy
OBE
$707M
$1.3K ﹤0.01%
+137
New +$1.05K
GKOS icon
2034
Glaukos
GKOS
$9.02B
$1.29K ﹤0.01%
12
– –
ABAT icon
2035
American Battery Technology Co
ABAT
$301M
$1.29K ﹤0.01%
463
+241
+109% +$930
SHG icon
2036
Shinhan Financial Group
SHG
$33.6B
$1.29K ﹤0.01%
21
– –
POWI icon
2037
Power Integrations
POWI
$3.54B
$1.28K ﹤0.01%
25
– –
NFJ
2038
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.41B
$1.26K ﹤0.01%
100
-277
-73% -$3.66K
QSR icon
2039
Restaurant Brands International
QSR
$25.1B
$1.26K ﹤0.01%
17
– –
IXAQW
2040
DELISTED
IX Acquisition Corp. Warrant
IXAQW
$1.25K ﹤0.01%
25,000
– –
GGB icon
2041
Gerdau
GGB
$9.44B
$1.25K ﹤0.01%
346
+281
+432% +$1.1K
ATLX icon
2042
Atlas Lithium Corp
ATLX
$82.3M
$1.24K ﹤0.01%
+285
New +$1.43K
LRN icon
2043
Stride
LRN
$3.69B
$1.23K ﹤0.01%
14
– –
FUTU icon
2044
Futu Holdings
FUTU
$13.9B
$1.23K ﹤0.01%
+9
New +$1.4K
JRI icon
2045
Nuveen Real Asset Income & Growth Fund
JRI
$358M
$1.23K ﹤0.01%
+100
New +$1.3K
PUB
2046
DELISTED
PUBLICIS SA ADS (1 ADS = 1C0M)
PUB
$1.2K ﹤0.01%
58
– –
BOOM icon
2047
DMC Global
BOOM
$121M
$1.19K ﹤0.01%
+229
New +$1.6K
WK icon
2048
Workiva
WK
$2.94B
$1.19K ﹤0.01%
20
-9
-31% -$628
BEAM icon
2049
Beam Therapeutics
BEAM
$2.58B
$1.19K ﹤0.01%
50
– –
DOCS icon
2050
Doximity
DOCS
$3.67B
$1.14K ﹤0.01%
49
– –
80 81
82
83 84

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DCP
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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.