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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
RSSS icon
2326
Research Solutions
RSSS
$73.6M
– –
-3,490
Closed -$10.3K
RWT
2327
Redwood Trust
RWT
$616M
– –
-25
Closed -$138
SBSW icon
2328
Sibanye-Stillwater
SBSW
$5.92B
– –
-37,000
Closed -$527K
SCHR
2329
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.2B
– –
-3,404
Closed -$85.4K
SCYB icon
2330
Schwab High Yield Bond ETF
SCYB
$2.69B
– –
-1,266
Closed -$33.4K
SHC icon
2331
Sotera Health
SHC
$4.95B
– –
-1,343
Closed -$23.7K
SLNG icon
2332
Stabilis Solutions
SLNG
$85.5M
– –
-89,442
Closed -$407K
SNV
2333
DELISTED
Synovus
SNV
– –
-3,213
Closed -$161K
SPEM icon
2334
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
– –
-1,617
Closed -$75.7K
SPTI icon
2335
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
– –
-149
Closed -$4.3K
SPWH icon
2336
Sportsman's Warehouse
SPWH
$43.7M
– –
-15,000
Closed -$21.9K
SPY icon
2337
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$778B
– –
-10
Closed -$3.37K
SPY icon
2338
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
– –
-49
Closed -$4.73K
SRI icon
2339
Stoneridge
SRI
$209M
– –
-18,299
Closed -$106K
SSNC icon
2340
SS&C Technologies
SSNC
$17.8B
– –
-79
Closed -$6.91K
SSTK icon
2341
Shutterstock
SSTK
$205M
– –
-5,512
Closed -$105K
STLA icon
2342
Stellantis
STLA
$16.5B
– –
-101
Closed -$1.1K
STVN icon
2343
Stevanato
STVN
$5.37B
– –
-21
Closed -$423
SWBI icon
2344
Smith & Wesson
SWBI
$655M
– –
-48,493
Closed -$479K
TALK icon
2345
Talkspace
TALK
$873M
– –
-594,750
Closed -$2.16M
TCOM icon
2346
Trip.com Group
TCOM
$27.5B
– –
-22
Closed -$1.58K
TDOC icon
2347
Teladoc Health
TDOC
$1.58B
– –
-2,242
Closed -$15.7K
TDVG icon
2348
T. Rowe Price Dividend Growth ETF
TDVG
$1.41B
– –
-2,453
Closed -$110K
TFX icon
2349
Teleflex
TFX
$5.85B
– –
-23,810
Closed -$2.91M
TGNA
2350
DELISTED
TEGNA Inc
TGNA
– –
-1,000
Closed -$19.4K
92 93
94
95 96

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CCWM
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GCL
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KCM
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SCB
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EI
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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.