# Ancora Income Fund

Ancora Income Fund is a registered fund series of ANCORA TRUST (series S000004758). Net assets $49.5M as of 2026-03-31.

## Profile

- Series ID: S000004758
- Registrant: ANCORA TRUST
- LEI: 54930001436ZA2EMS338
- Net assets: $49.5M
- Total assets: $49.8M
- As of: 2026-03-31

## Advisers

- [Ancora Advisors, LLC (Advisor)](https://search.stillhousedata.com/firm/124674)

## Top holdings (188 reported)

_Showing 15 of 188 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Texas Capital Bancshares, Inc.](https://search.stillhousedata.com/security/88224Q305) | — | $1.8M | 357.00% |
| [Texas Capital Bancshares, Inc.](https://search.stillhousedata.com/security/88224Q305) | — | $1.8M | 357.00% |
| [TPG Operating Group II, LP](https://search.stillhousedata.com/security/872652102) | — | $1.2M | 252.00% |
| [TPG Operating Group II, LP](https://search.stillhousedata.com/security/872652102) | — | $1.2M | 252.00% |
| [Synchrony Financials](https://search.stillhousedata.com/security/87165B202) | — | $1.2M | 244.00% |
| [Synchrony Financials](https://search.stillhousedata.com/security/87165B202) | — | $1.2M | 244.00% |
| [Merchants Bancorp](https://search.stillhousedata.com/security/58844R850) | — | $1.2M | 241.00% |
| [Merchants Bancorp](https://search.stillhousedata.com/security/58844R850) | — | $1.2M | 241.00% |
| [The Carlyle Group, Inc.](https://search.stillhousedata.com/security/14314C105) | — | $1.1M | 212.00% |
| [The Carlyle Group, Inc.](https://search.stillhousedata.com/security/14314C105) | — | $1.1M | 212.00% |
| [Federated Hermes Government Obligations Fund - Institutional Class](https://search.stillhousedata.com/security/60934N104) | — | $990K | 200.00% |
| [Federated Hermes Government Obligations Fund - Institutional Class](https://search.stillhousedata.com/security/60934N104) | — | $990K | 200.00% |
| [Brookfield Infrastructure Finance ULC](https://search.stillhousedata.com/security/11276B208) | — | $982K | 198.00% |
| [Brookfield Infrastructure Finance ULC](https://search.stillhousedata.com/security/11276B208) | — | $982K | 198.00% |
| [Rithm Capital Corp.](https://search.stillhousedata.com/security/64828T805) | — | $960K | 194.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $49.5M |
| 2025-12-31 | $50.0M |
| 2025-09-30 | $48.8M |
| 2025-06-30 | $44.2M |
| 2025-03-31 | $41.8M |
| 2024-12-31 | $41.9M |
| 2024-09-30 | $41.6M |
| 2024-06-30 | $38.0M |

## More

- [Registrant: ANCORA TRUST](https://search.stillhousedata.com/registrant/1260667)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000004758.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.