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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
TME icon
2351
Tencent Music
TME
$14.5B
– –
-116
Closed -$2.03K
TNK icon
2352
Teekay Tankers
TNK
$2.63B
– –
-5,542
Closed -$296K
TROX icon
2353
Tronox
TROX
$995M
– –
-50,000
Closed -$209K
UNG icon
2354
United States Natural Gas Fund
UNG
$470M
– –
-6,850
Closed -$84K
USO icon
2355
United States Oil Fund
USO
$2.45B
– –
-1,380
Closed -$95.4K
USPH icon
2356
US Physical Therapy
USPH
$1.14B
– –
-13
Closed -$1.01K
UTZ icon
2357
Utz Brands
UTZ
$1.25B
– –
-39,750
Closed -$413K
UWMC icon
2358
UWM Holdings
UWMC
$621M
– –
-2,884
Closed -$12.6K
VXX icon
2359
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$162M
– –
-1,000
Closed -$26.5K
VYX icon
2360
NCR Voyix
VYX
$1.06B
– –
-275,396
Closed -$2.81M
WEN icon
2361
Wendy's
WEN
$1.33B
– –
-4,670
Closed -$38.9K
WES icon
2362
Western Midstream Partners
WES
$19.6B
– –
-20
Closed -$790
WWW icon
2363
Wolverine World Wide
WWW
$1.54B
– –
-40,667
Closed -$738K
XLC icon
2364
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
– –
-1,200
Closed -$12
XSMO icon
2365
Invesco S&P SmallCap Momentum ETF
XSMO
$3.02B
– –
-100
Closed -$7.2K
ZEUS
2366
DELISTED
Olympic Steel
ZEUS
– –
-2,370
Closed -$101K
ZLAB icon
2367
Zai Lab
ZLAB
$2.17B
– –
-15
Closed -$265
DAY
2368
DELISTED
Dayforce
DAY
– –
-180
Closed -$12.4K
BNAIW
2369
Brand Engagement Network Warrant
BNAIW
$2.26M
– –
-16,048
Closed -$705
LOAR icon
2370
Loar Holdings
LOAR
$6.64B
– –
-250
Closed -$17K
LION icon
2371
Lionsgate Studios
LION
$3.88B
– –
-176,460
Closed -$1.61M
INGM
2372
Ingram Micro Holding
INGM
$6.78B
– –
-1,449
Closed -$30.9K
MSLC
2373
Morgan Stanley Pathway Large Cap Equity ETF
MSLC
$3.92B
– –
-1,438
Closed -$78.2K
MSSM
2374
Morgan Stanley Pathway Small-Mid Cap Equity ETF
MSSM
$712M
– –
-326
Closed -$16.5K
RFIX
2375
Simplify Bond Bull ETF
RFIX
$50.1M
– –
-1,980
Closed -$71.9K
93 94
95
96 97

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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.