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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
ANNAW
2376
AleAnna Inc Warrant
ANNAW
$9.94M
– –
-1,385
Closed -$196
ONC
2377
BeOne Medicines Ltd
ONC
$33.8B
– –
-4
Closed -$1.22K
SAIL
2378
SailPoint Inc
SAIL
$8.48B
– –
-451
Closed -$9.12K
SNAXW
2379
DELISTED
Stryve Foods, Inc. Warrant
SNAXW
– –
-17,300
Closed -$2
DPCSW
2380
DELISTED
DP Cap Acquisition Corp I Warrants
DPCSW
$0 ﹤0.01%
5,200
– –
NUVOW
2381
DELISTED
Holdco Nuvo Group D.G Ltd. Warrants
NUVOW
$0 ﹤0.01%
5,000
– –
SPECW
2382
DELISTED
Spectaire Holdings, Inc. Warrant
SPECW
$0 ﹤0.01%
2,500
– –
GMFIW
2383
DELISTED
Aetherium Acquisition Corp Warrant
GMFIW
$0 ﹤0.01%
70,000
– –
ROSS.WS
2384
DELISTED
Ross Acquisition Corp II Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per share
ROSS.WS
$0 ﹤0.01%
32,365
– –
BTTX
2385
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$0 ﹤0.01%
3,000
– –
SHAP.WS
2386
DELISTED
Spree Acquisition Corp. 1 Limited Redeemable warrants, each warrant exercisable for one Class A ordinary share at an exercise price of $11.50
SHAP.WS
$0 ﹤0.01%
4,300
– –
NRACW
2387
DELISTED
Northern Revival Acquisition Corporation Warrant
NRACW
$0 ﹤0.01%
17,542
– –
LMDXW
2388
DELISTED
LumiraDx Limited Warrant
LMDXW
$0 ﹤0.01%
15,470
– –
SLGCW
2389
DELISTED
SomaLogic, Inc. Warrant
SLGCW
$0 ﹤0.01%
4,360
– –
BHIL.WS
2390
DELISTED
Benson Hill, Inc. Warrants, each whole warrant exercisable for one share of common stock at an exercise price of $11.50
BHIL.WS
$0 ﹤0.01%
2,600
– –
ELIQ.WS
2391
DELISTED
Electriq Power Holdings, Inc. Warrants, each exercisable for one share of Class A common stock at an exercise price of $6.57 per share
ELIQ.WS
$0 ﹤0.01%
5,298
– –
IPVF.WS
2392
DELISTED
InterPrivate III Financial Partners Inc. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
IPVF.WS
$0 ﹤0.01%
6,540
– –
SGII
2393
DELISTED
Seaport Global Acquisition II Corp. Class A Common Stock
SGII
$0 ﹤0.01%
2,000
– –
GETR.WS
2394
DELISTED
Getaround, Inc. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
GETR.WS
$0 ﹤0.01%
3,200
– –
IFIN.WS
2395
DELISTED
InFinT Acquisition Corporation Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50 per whole share
IFIN.WS
$0 ﹤0.01%
20,213
– –
LTCH
2396
DELISTED
Latch, Inc. Common Stock
LTCH
– –
-10
Closed -$2
FRC
2397
DELISTED
First Republic Bank
FRC
$0 ﹤0.01%
147
– –
SFT
2398
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
$0 ﹤0.01%
28
– –
SRNE
2399
DELISTED
Sorrento Therapeutics, Inc.
SRNE
– –
-5
Closed –
RSX
2400
DELISTED
VanEck Russia ETF
RSX
$0 ﹤0.01%
400
– –
93 94 95
96
97

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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.