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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
-0.3%
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
$4.7B
AUM Growth
-$154M
Cap. Flow
-$19.2M
Cap. Flow %
-0.41%
Top 10 Hldgs %
26.23%
Holding
2,736
New
217
Increased
745
Reduced
587
Closed
260
Avg Time Held Equity + Options
3.2 years
Top 10 Avg Time Held Equity + Options
3.4 years
Top 20 Avg Time Held Equity + Options
3.5 years
Avg Time Held Equity only
3.3 years
Top 10 Avg Time Held Equity only
3.4 years
Top 20 Avg Time Held Equity only
3.5 years

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 icon
PotlatchDeltic
PCH
+$18.7M
4
RAL icon
Ralliant Corp
RAL
+$16.8M
5
VEEV icon
Veeva Systems
VEEV
+$13.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 28.5%
2 Industrials 13.76%
3 Technology 12.95%
4 Consumer Discretionary 11.21%
5 Financials 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ROCK icon
2326
Gibraltar Industries
ROCK
$1.12B
– –
-119,858
Closed -$5.93M –
RSSS icon
2327
Research Solutions
RSSS
$67.5M
– –
-3,490
Closed -$10.3K –
RWT icon
2328
Redwood Trust
RWT
$382M
– –
-25
Closed -$138 –
SBSW icon
2329
Sibanye-Stillwater
SBSW
$7.15B
– –
-37,000
Closed -$527K –
SCHR icon
2330
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
– –
-3,404
Closed -$85.4K –
SCYB icon
2331
Schwab High Yield Bond ETF
SCYB
$2.77B
– –
-1,266
Closed -$33.4K –
SHC icon
2332
Sotera Health
SHC
$5.11B
– –
-1,343
Closed -$23.7K –
SLNG icon
2333
Stabilis Solutions
SLNG
$88.7M
– –
-89,442
Closed -$407K –
SNV icon
2334
DELISTED
Synovus
SNV
– –
-3,213
Closed -$161K –
SPEM icon
2335
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
– –
-1,617
Closed -$75.7K –
SPTI icon
2336
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
– –
-149
Closed -$4.3K –
SPWH icon
2337
Sportsman's Warehouse
SPWH
$41.1M
– –
-15,000
Closed -$21.9K –
SPY icon
2338
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$806B
– –
-10
Closed -$3.37K –
SPY icon
2339
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$806B
– –
-49
Closed -$4.73K –
SRI icon
2340
Stoneridge
SRI
$165M
– –
-18,299
Closed -$106K –
SSNC icon
2341
SS&C Technologies
SSNC
$19.7B
– –
-79
Closed -$6.91K –
SSTK icon
2342
Shutterstock
SSTK
$164M
– –
-5,512
Closed -$105K –
STLA icon
2343
Stellantis
STLA
$12.7B
– –
-101
Closed -$1.1K –
STVN icon
2344
Stevanato
STVN
$5.16B
– –
-21
Closed -$423 –
SWBI icon
2345
Smith & Wesson
SWBI
$634M
– –
-48,493
Closed -$479K –
TALK icon
2346
DELISTED
Talkspace
TALK
– –
-594,750
Closed -$2.16M –
TCOM icon
2347
Trip.com Group
TCOM
$25.2B
– –
-22
Closed -$1.58K –
TDOC icon
2348
Teladoc Health
TDOC
$1.03B
– –
-2,242
Closed -$15.7K –
TDVG icon
2349
T. Rowe Price Dividend Growth ETF
TDVG
$1.32B
– –
-2,453
Closed -$110K –
TFX icon
2350
Teleflex
TFX
$5.53B
– –
-23,810
Closed -$2.91M –
92 93
94
95 96

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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, 587 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 Miscellaneous at 28% of assets, up from 27% a quarter earlier, followed by Industrials and Technology.

  • 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.