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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
CMA
2226
DELISTED
Comerica
CMA
– –
-389
Closed -$33.8K
CNMD icon
2227
CONMED
CNMD
$1.29B
– –
-76
Closed -$3.09K
COKE icon
2228
Coca-Cola Consolidated
COKE
$12.3B
– –
-105
Closed -$16.1K
CORT icon
2229
Corcept Therapeutics
CORT
$10.2B
– –
-15,588
Closed -$542K
CPB icon
2230
Campbell Soup
CPB
$6.51B
– –
-718
Closed -$20K
CRC icon
2231
California Resources
CRC
$4.75B
– –
-30
Closed -$1.34K
CRD.A icon
2232
Crawford & Co Class A
CRD.A
$536M
– –
-84,505
Closed -$951K
CRMT icon
2233
America's Car Mart
CRMT
$25.3M
– –
-13,273
Closed -$335K
CSW
2234
CSW Industrials
CSW
$4.71B
– –
-2
Closed -$587
CYBR
2235
DELISTED
CyberArk
CYBR
– –
-79
Closed -$35.2K
DFIN icon
2236
Donnelley Financial Solutions
DFIN
$1.21B
– –
-7,093
Closed -$331K
DFLV icon
2237
Dimensional US Large Cap Value ETF
DFLV
$6.69B
– –
-1,850
Closed -$63.3K
DOX icon
2238
Amdocs
DOX
$5.53B
– –
-562
Closed -$45.2K
DRVN icon
2239
Driven Brands
DRVN
$2.25B
– –
-1,362
Closed -$20.2K
DSGR icon
2240
Distribution Solutions Group
DSGR
$1.6B
– –
-24,865
Closed -$681K
DV icon
2241
DoubleVerify
DV
$1.62B
– –
-27
Closed -$309
DXC icon
2242
DXC Technology
DXC
$1.63B
– –
-1,535
Closed -$22.5K
EGY icon
2243
Vaalco Energy
EGY
$594M
– –
-184,532
Closed -$672K
EMBC icon
2244
Embecta
EMBC
$195M
– –
-223,240
Closed -$2.65M
EPM icon
2245
Evolution Petroleum
EPM
$137M
– –
-19,385
Closed -$68.6K
ETSY icon
2246
Etsy
ETSY
$7.65B
– –
-5
Closed -$277
EXAS
2247
DELISTED
Exact Sciences
EXAS
– –
-109
Closed -$11.1K
FCNCA icon
2248
First Citizens BancShares
FCNCA
$24.6B
– –
-3
Closed -$6.44K
FICO icon
2249
Fair Isaac
FICO
$28.7B
– –
-7
Closed -$11.8K
FORR icon
2250
Forrester Research
FORR
$172M
– –
-36,575
Closed -$297K
88 89
90
91 92

Similar funds

DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
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.