Position in PEO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,560
+$1,212 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEO 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. PEO ranks #70 (0.0% 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 PEO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,560 | 200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,348 | 200 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,304 | 200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,274 | 200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,843 | 300 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $6,966 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,083 | 300 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,918 | 300 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $6,189 | 300 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,467 | 842 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,530 | 842 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $17,311 | 842 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $18,922 | 868 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,891 | 868 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,899 | 868 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,167 | 868 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,339 | 868 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,618 | 868 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,061 | 868 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $18,005 | 1,224 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $916,773 | 80,631 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $9,979,932 | 1,020,443 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $28,731,915 | 2,529,218 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $19,577,787 | 2,361,615 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||