Position in PDX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,300
+$16,400 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PDX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Ancora Advisors LLC holds $75,957,322 across 89 Asset Management names. PDX ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARES |
Ares Management Corp
|
122,072 | $13,318,054 | |
| 2 | BX |
Blackstone Inc.
|
107,890 | $12,406,270 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
347,932 | $12,330,709 | |
| 4 | BLK |
BlackRock, Inc.
|
6,570 | $6,318,434 | |
| 5 | RJF |
Raymond James Financial Inc
|
43,581 | $6,310,092 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
95,794 | $4,571,289 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
165,558 | $4,037,959 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
67,329 | $2,724,804 |
All Filings in PDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,300 | 5,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $93,900 | 5,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $124,650 | 5,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $123,250 | 5,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,700 | 5,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $130,650 | 5,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $117,950 | 5,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $111,400 | 5,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $106,050 | 5,000 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $102,400 | 5,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $99,150 | 5,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $78,800 | 5,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $73,000 | 5,000 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $74,700 | 5,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $67,650 | 5,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,200 | 5,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $74,150 | 5,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,400 | 5,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $61,050 | 5,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $62,500 | 5,000 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $51,750 | 5,000 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $40,400 | 5,000 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $30,950 | 5,000 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $35,300 | 5,000 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $26,850 | 5,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||