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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
CGC
2176
Canopy Growth
CGC
$375M
$8 ﹤0.01%
8
– –
UP icon
2177
Wheels Up
UP
$220M
$8 ﹤0.01%
1
– –
ANGI icon
2178
Angi Inc
ANGI
$224M
$7 ﹤0.01%
1
-224,895
-100% -$2.25M
SBIGW
2179
DELISTED
SpringBig Holdings, Inc. Warrant
SBIGW
$7 ﹤0.01%
8,600
– –
CNGLW
2180
DELISTED
Canna-Global Acquisition Corp Warrant
CNGLW
$6 ﹤0.01%
59,000
– –
ACUR
2181
DELISTED
Acura Pharmaceuticals
ACUR
$5 ﹤0.01%
500
– –
SNDL icon
2182
Sundial Growers
SNDL
$324M
$3 ﹤0.01%
2
– –
CGBSW
2183
DELISTED
Crown LNG Holdings Limited Warrants
CGBSW
$3 ﹤0.01%
2,607
– –
SLNAW
2184
DELISTED
Selina Hospitality PLC Warrant
SLNAW
$3 ﹤0.01%
25,263
– –
RIDE
2185
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$2 ﹤0.01%
1
-66
-99% -$132
BNGO icon
2186
Bionano Genomics
BNGO
$12.7M
$1 ﹤0.01%
1
– –
FAASW
2187
DELISTED
DigiAsia Corp Warrant
FAASW
$1 ﹤0.01%
7,500
– –
SWSSW
2188
DELISTED
Clean Energy Special Situations Corp. Warrant
SWSSW
$1 ﹤0.01%
11,000
– –
RBT.WS
2189
DELISTED
Rubicon Technologies, Inc. Warrants, each warrant is exercisable for 1/8th of a share of Class A Common Stock at an exercise price of $92.00r share
RBT.WS
$1 ﹤0.01%
8,150
– –
WEJOW
2190
DELISTED
Wejo Group Limited Warrant
WEJOW
$1 ﹤0.01%
12,698
– –
AAPL icon
2191
PUT
Apple
AAPL
$4.89T
– –
-21
Closed -$67
ABEV icon
2192
Ambev
ABEV
$47.3B
– –
-212
Closed -$524
ACVA icon
2193
ACV Auctions
ACVA
$1.35B
– –
-58
Closed -$465
ADPV icon
2194
Adaptiv Select ETF
ADPV
$181M
– –
-600
Closed -$25.7K
ADV icon
2195
Advantage Solutions
ADV
$484M
– –
-800
Closed -$17.6K
AGYS icon
2196
Agilysys
AGYS
$2.78B
– –
-6
Closed -$713
AIN icon
2197
Albany International
AIN
$2.14B
– –
-48
Closed -$2.43K
ALKT icon
2198
Alkami Technology
ALKT
$1.8B
– –
-31
Closed -$715
ALNT icon
2199
Allient
ALNT
$1.47B
– –
-8,053
Closed -$433K
AMRC icon
2200
Ameresco
AMRC
$1.15B
– –
-30
Closed -$879
86 87
88
89 90

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CCWM
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GCL
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KCM
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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.