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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
PHG icon
2126
Philips
PHG
$24.7B
– –
-455
Closed -$12K
PII icon
2127
Polaris
PII
$3.49B
– –
-38
Closed -$2.07K
PINS icon
2128
Pinterest
PINS
$11.4B
– –
-553
Closed -$10.1K
PK icon
2129
Park Hotels & Resorts
PK
$3.04B
– –
-3,147
Closed -$33.1K
PKE icon
2130
Park Aerospace
PKE
$701M
– –
-11,350
Closed -$311K
PLAY icon
2131
Dave & Buster's
PLAY
$308M
– –
-48,139
Closed -$521K
PLNT icon
2132
Planet Fitness
PLNT
$3.77B
– –
-29
Closed -$2.16K
PODD icon
2133
Insulet
PODD
$9.87B
– –
-64
Closed -$13.4K
POOL icon
2134
Pool Corp
POOL
$6.44B
– –
-19
Closed -$3.84K
POST icon
2135
Post Holdings
POST
$3.73B
– –
-646
Closed -$63.9K
PPC icon
2136
Pilgrim's Pride
PPC
$7.14B
– –
-634
Closed -$23.9K
PR
2137
Permian Resources
PR
$19.8B
– –
-973
Closed -$20.7K
PRGO icon
2138
Perrigo
PRGO
$2.02B
– –
-313
Closed -$3.36K
PRI icon
2139
Primerica
PRI
$8.94B
– –
-296
Closed -$74.1K
PSN icon
2140
Parsons
PSN
$5.08B
– –
-1,263
Closed -$68.4K
PSO icon
2141
Pearson
PSO
$9.42B
– –
-996
Closed -$13.1K
PSQ icon
2142
ProShares Short QQQ
PSQ
$661M
– –
-9,100
Closed -$293K
PTC icon
2143
PTC
PTC
$14.5B
– –
-552
Closed -$78.7K
PUK icon
2144
Prudential
PUK
$33.9B
– –
-54
Closed -$1.53K
PULS icon
2145
PGIM Ultra Short Bond ETF
PULS
$18.8B
– –
-329
Closed -$16.3K
PVH icon
2146
PVH
PVH
$3.29B
– –
-346
Closed -$24.1K
PWP icon
2147
Perella Weinberg Partners
PWP
$1.28B
– –
-208,276
Closed -$3.78M
QGEN icon
2148
Qiagen
QGEN
$8.75B
– –
-382
Closed -$15.3K
QRVO icon
2149
Qorvo
QRVO
$9.18B
– –
-193
Closed -$14.9K
QSR icon
2150
Restaurant Brands International
QSR
$27.3B
– –
-17
Closed -$1.26K
84 85
86
87 88

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LNWTC
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DFO
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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.