Position in STEW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$277,109
-$38,916 QoQ
Shares Held
15,481
-16.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#80
of 129 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STEW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ancora Advisors LLC holds $27,846,776 across 37 Asset Management names. STEW ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
347,907 | $10,496,354 | |
| 2 | RJF |
Raymond James Financial Inc
|
42,992 | $6,536,073 | |
| 3 | KKR |
KKR & Co. Inc.
|
42,298 | $3,882,109 | |
| 4 | GDL |
Gdl Fund
|
148,158 | $1,254,898 | |
| 5 | ADX |
Adams Diversified Equity Fund, Inc.
|
40,046 | $1,023,175 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
22,184 | $994,952 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,603 | $735,392 | |
| 8 | TPG |
TPG Inc.
|
13,000 | $527,150 |
All Filings in STEW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,109 | 15,481 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $316,025 | 18,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $342,637 | 18,481 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,614 | 18,481 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $346,192 | 19,581 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $337,772 | 19,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $338,678 | 21,141 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $334,027 | 21,141 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $307,601 | 21,141 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $318,383 | 21,141 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $293,225 | 21,141 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $300,370 | 23,141 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $307,312 | 23,141 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $284,171 | 23,141 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $251,510 | 19,804 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $215,467 | 19,804 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,642 | 1,560 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $386,085 | 27,170 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $356,198 | 27,170 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $394,961 | 29,170 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $406,220 | 32,291 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $359,721 | 32,291 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $322,910 | 32,291 | Shares | Sole | 2021-11-12 | |
| 2020-06-30 | $304,181 | 32,291 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $646,677 | 70,291 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||