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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
OUT icon
2101
Outfront Media
OUT
$5.64B
$530 ﹤0.01%
20
– –
AXIA
2102
AXIA Energia
AXIA
$22.6B
$519 ﹤0.01%
46
– –
ZTR
2103
Virtus Total Return Fund
ZTR
$340M
$516 ﹤0.01%
78
– –
LILA icon
2104
Liberty Latin America Class A
LILA
$1.51B
$501 ﹤0.01%
85
– –
RIOT icon
2105
Riot Platforms
RIOT
$8.52B
$494 ﹤0.01%
40
– –
SCAGW
2106
Scage Future Warrants
SCAGW
$709K
$491 ﹤0.01%
10,125
– –
GPCR icon
2107
Structure Therapeutics
GPCR
$3.49B
$482 ﹤0.01%
10
– –
MGPI icon
2108
MGP Ingredients
MGPI
$378M
$478 ﹤0.01%
26
– –
CTRE icon
2109
CareTrust REIT
CTRE
$10.2B
$476 ﹤0.01%
13
– –
TS icon
2110
Tenaris
TS
$29.1B
$465 ﹤0.01%
8
– –
CIB icon
2111
Grupo Cibest SA
CIB
$20.4B
$437 ﹤0.01%
6
– –
SBRA icon
2112
Sabra Healthcare REIT
SBRA
$5.64B
$423 ﹤0.01%
22
– –
BLDR icon
2113
Builders FirstSource
BLDR
$7.84B
$412 ﹤0.01%
5
-211
-98% -$22.5K
NVNIW
2114
Nvni Group Limited Warrants
NVNIW
$578K
$399 ﹤0.01%
8,400
– –
EQNR icon
2115
Equinor
EQNR
$95.9B
$380 ﹤0.01%
9
– –
GTO icon
2116
Invesco Total Return Bond ETF
GTO
$2.4B
$375 ﹤0.01%
8
– –
AIV
2117
Aimco
AIV
$380M
$358 ﹤0.01%
88
– –
BUZZ icon
2118
VanEck Social Sentiment ETF
BUZZ
$103M
$353 ﹤0.01%
12
– –
METCB icon
2119
Ramaco Resources Class B
METCB
$475M
$337 ﹤0.01%
33
-1
-3% -$12
BCH icon
2120
Banco de Chile
BCH
$20.6B
$333 ﹤0.01%
9
– –
DIDI
2121
DELISTED
DiDi Global Inc. American depositary shares, each four representing one Class A ordinary share
DIDI
$329 ﹤0.01%
80
– –
MSAIW icon
2122
MultiSensor AI Holdings Warrant
MSAIW
$949K
$326 ﹤0.01%
8,347
– –
VSXY
2123
Victoria's Secret
VSXY
$6.64B
$325 ﹤0.01%
7
– –
CCTSW
2124
DELISTED
Cactus Acquisition Corp. 1 Limited Warrant
CCTSW
$325 ﹤0.01%
10,850
– –
CHWY icon
2125
Chewy
CHWY
$8.54B
$324 ﹤0.01%
12
-1
-8% -$28
83 84
85
86 87

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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.