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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
(+10%)
Cap. Flow
+$36.1M
Cap. Flow
% of AUM
0.7%
Top 10 Holdings %
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 |
Ashland
ASH
|
+$113M |
| 2 |
H.B. Fuller
FUL
|
+$77.4M |
| 3 |
Sotera Health
SHC
|
+$42.3M |
| 4 |
Amcor
AMCR
|
+$34.7M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$28M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$47.7M |
| 2 |
RB Global
RBA
|
+$47.1M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$32.2M |
| 4 |
LKQ Corp
LKQ
|
+$30.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
2251
Advanced Drainage Systems
WMS
$9.67B
| – | – |
-447
| Closed | -$61.3K | – |
|
2252
Worthington Steel
WS
$1.99B
| – | – |
-10,000
| Closed | -$304K | – |
|
2253
West Pharmaceutical
WST
$27B
| – | – |
-71
| Closed | -$17.8K | – |
|
2254
White Mountains Insurance
WTM
$5.16B
| – | – |
-16
| Closed | -$35.2K | – |
|
2255
Essential Utilities
WTRG
$11.6B
| – | – |
-776
| Closed | -$31.3K | – |
|
2256
Western Union
WU
$1.92B
| – | – |
-1,840
| Closed | -$16.1K | – |
|
2257
Wave Life Sciences
WVE
$617M
| – | – |
-3,000
| Closed | -$21.8K | – |
|
2258
Wynn Resorts
WYNN
$7.78B
| – | – |
-49
| Closed | -$4.98K | – |
|
2259
XPeng
XPEV
$8.84B
| – | – |
-300
| Closed | -$5.13K | – |
|
2260
XPO
XPO
$21.9B
| – | – |
-75
| Closed | -$14.6K | – |
|
2261
Dentsply Sirona
XRAY
$1.71B
| – | – |
-1,831
| Closed | -$21.2K | – |
|
2262
Xylem
XYL
$24.3B
| – | – |
-145
| Closed | -$17.3K | – |
|
2263
Zillow
Z
$6.93B
| – | – |
-2,383
| Closed | -$98.6K | – |
|
2264
Zions Bancorporation
ZION
$9.25B
| – | – |
-897
| Closed | -$51.7K | – |
|
2265
Sable Offshore Corp
SOC
$637M
| – | – |
-1,871
| Closed | -$30.9K | – |
|
2266
Nano Nuclear Energy
NNE
$692M
| – | – |
-100
| Closed | -$2.05K | – |
|
2267
Ferrovial N.V. Ordinary Shares
FER
$35.6B
| – | – |
-217
| Closed | -$14K | – |
|
2268
T1 Energy
TE
$785M
| – | – |
-1,000
| Closed | -$4.39K | – |
|
2269
CNH Industrial
CNH
$18.7B
| – | – |
-3,460
| Closed | -$38.1K | – |
|
2270
Smurfit Westrock
SW
$21.6B
| – | – |
-655
| Closed | -$26.1K | – |
|
2271
Lineage Inc
LINE
$7.58B
| – | – |
-130
| Closed | -$4.26K | – |
|
2272
The Gap Inc
GAP
$8.12B
| – | – |
-446
| Closed | -$10.8K | – |
|
2273
StandardAero Inc
SARO
$7.05B
| – | – |
-1,969
| Closed | -$50.9K | – |
|
2274
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
| $0 | ﹤0.01% |
+17,300
| New | – |
2026 Q2
0 quarters
|
|
2275
DELISTED
DP Cap Acquisition Corp I Warrants
DPCSW
| $0 | ﹤0.01% |
5,200
| – | – |
2022 Q1
17 quarters
|
|
Similar funds
DFO
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.