Anchor Capital Management Group Inc. has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, submitted by Vice President of Trading & Operations Mark Bloom, details the firm's investment portfolio for the third quarter of 2026.
The report lists 14 separate equity securities held by the firm. The largest holding disclosed is Invesco, Inc., with a position valued at approximately $63.3 million. This is followed by State Street Corporation, with a position valued at roughly $40.8 million.
The filing also details positions in several exchange-traded funds (ETFs) and mutual funds. Notable entries include Global X (valued at $1.85 million), JPMorgan (valued at $2.42 million), and BlackRock (valued at $1.09 million). Additionally, the firm holds positions in First Trust, NEOS, AllianceBernstein, and Defiance ETFs, among others.
The report indicates that the firm holds these securities in a discretionary capacity, with no voting rights or sole investment discretion over the entities listed.
