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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
IYE icon
2126
iShares US Energy ETF
IYE
$1.74B
$324 ﹤0.01%
5
– –
OTLY
2127
Oatly Group
OTLY
$417M
$324 ﹤0.01%
32
– –
IDV icon
2128
iShares International Select Dividend ETF
IDV
$8.25B
$298 ﹤0.01%
7
– –
SSYS icon
2129
Stratasys
SSYS
$697M
$289 ﹤0.01%
37
– –
VIV icon
2130
Telefônica Brasil
VIV
$22.4B
$286 ﹤0.01%
18
– –
CRSR icon
2131
Corsair Gaming
CRSR
$1.05B
$277 ﹤0.01%
+50
New +$276
MBLY icon
2132
Mobileye
MBLY
$2.03B
$275 ﹤0.01%
40
– –
BSAC icon
2133
Banco Santander Chile
BSAC
$15.8B
$267 ﹤0.01%
8
– –
CREVW
2134
DELISTED
Carbon Revolution PLC Warrant
CREVW
$252 ﹤0.01%
20,339
– –
CDAQW
2135
DELISTED
Compass Digital Acquisition Corp. Warrant
CDAQW
$245 ﹤0.01%
8,154
– –
VHUB
2136
VenHub Global
VHUB
$63.2M
$230 ﹤0.01%
+372
New +$920
OTLK icon
2137
Outlook Therapeutics
OTLK
$264M
$226 ﹤0.01%
1,100
– –
BENFW icon
2138
Beneficient Warrant
BENFW
$186K
$214 ﹤0.01%
15,273
– –
TVGNW icon
2139
Tevogen Bio Warrant
TVGNW
$9.45M
$210 ﹤0.01%
6,204
– –
HIMS icon
2140
Hims & Hers Health
HIMS
$6.5B
$208 ﹤0.01%
10
-65
-87% -$1.53K
ZEOWW
2141
Zeo Energy Corp Warrants
ZEOWW
$160K
$208 ﹤0.01%
5,050
– –
CNDA.WS
2142
DELISTED
Concord Acquisition Corp II Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50
CNDA.WS
$206 ﹤0.01%
6,450
– –
XBPEW
2143
XBP Europe Holdings Warrant
XBPEW
$201 ﹤0.01%
3,175
– –
DS
2144
DELISTED
Drive Shack Inc.
DS
$200 ﹤0.01%
20
– –
AERTW
2145
Aeries Technology Warrant
AERTW
$199 ﹤0.01%
9,996
– –
SEG
2146
Seaport Entertainment Group
SEG
$333M
$193 ﹤0.01%
9
-53,482
-100% -$1.12M
AUR icon
2147
Aurora
AUR
$11.7B
$185 ﹤0.01%
45
– –
NVACW
2148
DELISTED
NorthView Acquisition Corporation Warrant
NVACW
$167 ﹤0.01%
33,458
– –
BMBL icon
2149
Bumble
BMBL
$367M
$163 ﹤0.01%
50
-500
-91% -$1.66K
CYRX icon
2150
CryoPort
CYRX
$775M
$132 ﹤0.01%
16
– –
84 85
86
87 88

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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.