Anchor Capital Management Inc. Portfolio Changes in Q3 2026
Anchor Capital Management Group Inc. made significant adjustments to its portfolio holdings in Q3 2026, including major sales and a small purchase.
During the third quarter of 2026, Anchor Capital Management Group Inc. made several strategic adjustments to its investment portfolio. The firm's portfolio, valued at $118.2 million as of September 30, 2026, saw notable changes in key holdings, with a focus on reducing certain positions and adding to others.
Major Sale of First American (FGXXX)
Anchor Capital Management Group Inc. significantly reduced its position in First American (FGXXX) during Q3 2026, selling a large portion of its stake. This sale resulted in a -69.64% reduction in shares and a significant decrease in the value of this position.
- For more information on First American, visit First American.
Reductions in Technology ETFs
The investor also decreased its holdings in major exchange-traded funds, including Invesco (QQQ) and State Street (SPY). These reductions indicate a strategic shift away from large-cap technology-focused holdings.
- Invesco (QQQ) was reduced by 24,500 shares, a 22.27% decrease from the prior period, lowering its allocation from 53.51% to 53.51% minus 22.27%.
- State Street (SPY) saw a reduction of 3,500 shares, a 6.14% decrease, reducing its allocation from 34.52% to 34.52% minus 6.14%.
- Both ETFs are significant holdings, with QQQ alone representing a large part of the portfolio.
- Details on these holdings can be found at State Street and Invesco.
Small Purchase of JPMorgan (JEPQ)
Anchor Capital Management Group Inc. made a small but notable purchase of JPMorgan (JEPQ) during the quarter, increasing its stake by 2,500 shares or 6.76%.
- For more details on JPMorgan, visit JPMorgan.
Reductions in Blackrock Shares
Furthermore, the investor also sold two of its Blackrock holdings, BSTZ and BST, both part of the Financial Services sector. Both positions saw substantial reductions, with BSTZ experiencing a -42.86% change and BST a -44.44% reduction.
The overall portfolio remains heavily concentrated in unknown holdings, with a minor allocation in Financial Services.