Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,107
+$20,750 QoQ
Shares Held
598
+98.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $51,431,058 across 11 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
214,346 | $28,750,228 | |
| 2 | SF |
Stifel Financial Corp
|
254,005 | $17,721,928 | |
| 3 | SCHW |
Schwab Charles Corp
|
25,476 | $2,350,670 | |
| 4 | SNEX |
StoneX Group Inc.
|
29,648 | $2,342,152 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,192 | $119,533 | |
| 6 | MS |
Morgan Stanley
|
458 | $95,740 | |
| 7 | BGC |
BGC Group, Inc.
|
4,000 | $42,760 | |
| 8 | MARA |
MARA Holdings, Inc.
|
225 | $3,125 |
All Filings in IBKR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,107 | 598 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,357 | 301 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,257 | 120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,649 | 120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,967 | 30 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,300 | 30 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,180 | 30 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,678 | 30 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,351 | 30 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||