Ancora Advisors LLC

Q1 2026 13F-HR Holdings

Location
Cleveland, OH
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
2,510
Total value ($000)
$4,700,879
Net value change ($000)
-153,556 (-3.2%)
New positions
205
Sold out positions
257
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WBD 48,424 35869.6%
GPRE 28,147 167.1%
RYN 25,916 399.8%
APTV 17,743 NEW
GILD 17,668 3365.3%
EOG 15,696 41.8%
UNP 14,766 215.2%
CVX 11,543 29.6%
VSNT 9,706 NEW
VTV 7,729 99.5%
Top Reduces (Value $000, Stocks/ETFs)
KVYO -42,387 -98.1%
MSFT -25,829 -22.6%
AVGO -23,407 -15.5%
AMT -20,389 -88.0%
PCH -18,667 -100.0%
RAL -18,154 -100.0%
VEEV -18,032 -61.3%
HLI -16,741 -34.3%
COLD -15,110 -10.2%
AAPL -14,996 -10.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,938 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type