Position in PWP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,782,292
+$179,118 QoQ
Shares Held
208,276
0.0% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PWP 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 PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,782,292 | 208,276 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,603,174 | 208,276 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,446,840 | 208,576 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,073,461 | 209,756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,826,574 | 207,966 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,850,152 | 203,446 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,912,514 | 202,616 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,292,510 | 202,616 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,969,244 | 280,909 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $3,493,352 | 285,638 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,920,213 | 286,858 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,436,007 | 292,438 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,891,142 | 317,708 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,390,878 | 346,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,444,885 | 386,238 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,240,165 | 384,248 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,995,818 | 528,658 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,535,663 | 585,977 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,908,290 | 370,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,431,523 | 266,837 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||