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Ancora Advisors

Ancora Advisors Portfolio holdings

AUM $5.19B Turnover 24.13%
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
Avg Time Held Equity + Options
3.9 years
Top 10 Avg Time Held Equity + Options
3.5 years
Top 20 Avg Time Held Equity + Options
3.6 years
Avg Time Held Equity only
4 years
Top 10 Avg Time Held Equity only
3.5 years
Top 20 Avg Time Held Equity only
3.6 years

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 28.94%
2 Industrials 12.84%
3 Technology 12.81%
4 Consumer Discretionary 10.53%
5 Financials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
UNP icon
2226
CALL
Union Pacific
UNP
$172B
– –
-180
Closed -$231K –
UP icon
2227
Wheels Up
UP
$126M
– –
-1
Closed -$8 –
URA icon
2228
Global X Uranium ETF
URA
$5B
– –
-441
Closed -$21.4K –
VFC icon
2229
VF Corp
VFC
$6.62B
– –
-232
Closed -$3.94K –
VGK icon
2230
Vanguard FTSE Europe ETF
VGK
$29.8B
– –
-1,570
Closed -$129K –
VIAV icon
2231
Viavi Solutions
VIAV
$8.21B
– –
-4,000
Closed -$133K –
VIRT icon
2232
Virtu Financial
VIRT
$5.02B
– –
-559
Closed -$24.6K –
VIV icon
2233
Telefônica Brasil
VIV
$20B
– –
-18
Closed -$286 –
VNLA icon
2234
Janus Henderson Short Duration Income ETF
VNLA
$3.56B
– –
-30
Closed -$1.47K –
VOD icon
2235
Vodafone
VOD
$37.3B
– –
-445
Closed -$6.68K –
VSAT icon
2236
Viasat
VSAT
$8.1B
– –
-129
Closed -$5.91K –
VSTS icon
2237
CALL
Vestis
VSTS
$1.83B
– –
-6,159
Closed -$873K –
VTES icon
2238
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$3.69B
– –
-200
Closed -$20.2K –
W icon
2239
Wayfair
W
$14.7B
– –
-2,094
Closed -$157K –
WAL icon
2240
Western Alliance Bancorporation
WAL
$8.13B
– –
-40
Closed -$2.83K –
WBD icon
2241
CALL
DELISTED
Warner Bros
WBD
– –
-12,148
Closed -$29.5K –
WCC icon
2242
WESCO International
WCC
$16.6B
– –
-264
Closed -$72.2K –
WCN icon
2243
Waste Connections
WCN
$42.2B
– –
-65
Closed -$10.6K –
WDS icon
2244
Woodside Energy
WDS
$44.9B
– –
-815
Closed -$19.5K –
WEAT icon
2245
Teucrium Wheat Fund
WEAT
$270M
– –
-6,000
Closed -$141K –
WEX icon
2246
WEX
WEX
$6.2B
– –
-218
Closed -$33.4K –
WFRD icon
2247
Weatherford International
WFRD
$5.45B
– –
-136
Closed -$12.9K –
WGMI icon
2248
CoinShares Bitcoin Mining and Digital Power ETF
WGMI
$163M
– –
-138
Closed -$4.8K –
WLDN icon
2249
Willdan Group
WLDN
$1.1B
– –
-34
Closed -$2.6K –
WLK icon
2250
Westlake Corp
WLK
$8.09B
– –
-97
Closed -$11.3K –
88 89
90
91 92

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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 28% 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.