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Jason Geers

Ancora Advisors Llc

Assets Managed
$4.701B
Holdings
2476
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-3.16%(2Q avg: -3.1%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ancora Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2476 positions.

Assets under management

The assets under management (AUM) of Ancora Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.701B in assets, with a quarterly growth rate of -3.16% and a 2-quarter average growth rate of -3.1%. The portfolio is managed by Jason Geers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LKQ
Lkq Corp
Recent Activity
Increased 0.56%
5.03%
$236.325M
8.046M shares@ $29.37 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.56%
2.88%
$135.322M
533,204 shares@ $253.8 avg price
COLD
Americold Realty Trust Inc
Recent Activity
Increased 0.79%
2.84%
$133.148M
11.619M shares@ $11.47 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -5.45%
2.73%
$128.079M
413,811 shares@ $309.52 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.01%
2.57%
$120.563M
201,763 shares@ $597.55 avg price
RBA
Rb Global Inc
Recent Activity
Increased 8.84%
2.51%
$117.722M
1.228M shares@ $95.85 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 4.96%
2.14%
$100.352M
704,573 shares@ $142.43 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -0.89%
1.93%
$90.632M
1.791M shares@ $50.62 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.16%
1.89%
$88.569M
239,267 shares@ $370.18 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.31%
1.76%
$82.47M
280,357 shares@ $294.17 avg price

1-10 of 2476