Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,292
-$24,299 QoQ
Shares Held
23
-89.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 560 holders
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW 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. TW ranks #9 (0.0% of the industry book) .
| # | 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 TW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292 | 23 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $26,591 | 226 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,304 | 226 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $65,880 | 450 | Shares | Sole | 2025-08-14 | |
| 2020-03-31 | $3,198,193 | 76,075 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||