Ameriserv Financial Inc
ASRV- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000707605
In the last 90 days, Ameriserv Financial Inc insiders filed 1 open-market purchase and 1 sale; 35 institutions reported holding it in 13F filings for Q2 2026, worth $25.8M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Ameriserv Financial Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- +2 vs. Q4 2024
- Shares held
- 6.67M
- +123.4K (+1.9%) vs. Q4 2024
- Total value
- $16.2M
- −$1.18M (−6.8%) vs. Q4 2024
- New holders
- 3
- 9 more added
- Sold out
- 1
- 9 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ASRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $25.8M |
| Q1 2026 | 35 | $24.1M |
| Q4 2025 | 33 | $21.3M |
| Q3 2025 | 37 | $19.8M |
| Q2 2025 | 39 | $20.9M |
| Q1 2025 | 37 | $16.2M |
| Q4 2024 | 35 | $17.4M |
| Q3 2024 | 30 | $15.0M |
| Q2 2024 | 33 | $12.0M |
| Q1 2024 | 31 | $13.9M |
| Q4 2023 | 32 | $17.7M |
| Q3 2023 | 31 | $15.7M |
| Q2 2023 | 34 | $15.0M |
| Q1 2023 | 31 | $17.4M |
| Q4 2022 | 33 | $23.9M |
| Q3 2022 | 29 | $24.9M |
| Q2 2022 | 27 | $26.0M |
| Q1 2022 | 32 | $28.5M |
| Q4 2021 | 34 | $27.6M |
| Q3 2021 | 31 | $28.1M |
| Q2 2021 | 34 | $28.5M |
| Q1 2021 | 33 | $29.8M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Ameriserv Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 127 | $0 | 0.00% | −162−56.1% | Reduced |
| Royal Bank of Canada | 46 | $0 | 0.00% | −4−8.0% | Reduced |
| CWM, LLC | 96 | $0 | 0.00% | +1+1.1% | Added |
| Wells Fargo & Company | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1 | $3 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 12 | $29 | 0.00% | +1+9.1% | Added |
| IFP Advisors, Inc | 114 | $277 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 128 | $311 | 0.00% | +5+4.1% | Added |
| The PNC Financial Services Group, Inc. | 474 | $1.15K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 861 | $2.00K | 0.00% | +861 | New |
| Cornerstone Planning Group LLC | 983 | $2.33K | 0.00% | +10+1.0% | Added |
| Salomon & Ludwin, LLC | 1,209 | $2.94K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,533 | $3.73K | 0.00% | −432−22.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 11,000 | $26.7K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 12,895 | $31.3K | 0.00% | −2,858−18.1% | Reduced |
| Schulhoff & Co Inc | 13,000 | $31.6K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,483 | $32.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 18,990 | $46.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 25,000 | $60.8K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 25,700 | $61.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 30,681 | $74.6K | 0.00% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 42,513 | $103.3K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,132 | $119.4K | 0.00% | −35,832−42.2% | Reduced |
| Minerva Advisors LLC | 58,200 | $141.4K | 0.10% | 00.0% | Unchanged |
| Angel Oak Capital Advisors, LLC | 100,000 | $243.0K | 0.32% | +46,063+85.4% | Added |
| Lesa Sroufe & Co | 100,000 | $243.0K | 0.24% | +100,000 | New |
| Empowered Funds, LLC | 101,212 | $245.9K | 0.00% | +4,396+4.5% | Added |
| Geode Capital Management, LLC | 138,040 | $335.6K | 0.00% | +10,898+8.6% | Added |
| BlackRock, Inc. | 142,301 | $345.8K | 0.00% | −3,193−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 204,583 | $497.1K | 0.01% | −68,104−25.0% | Reduced |
| John G Ullman & Associates Inc | 229,986 | $558.9K | 0.09% | −25,514−10.0% | Reduced |
| Oppenheimer & Close, LLC | 352,583 | $856.8K | 0.71% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 570,174 | $1.39M | 0.00% | −7,400−1.3% | Reduced |
| Vanguard Group Inc | 722,381 | $1.76M | 0.00% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 902,355 | $2.19M | 1.27% | +100,525+12.5% | Added |
| Dimensional Fund Advisors LP | 1,162,705 | $2.83M | 0.00% | +9,925+0.9% | Added |
| Gendell Jeffrey L | 1,635,677 | $3.97M | 0.17% | 00.0% | Unchanged |
| UBS Group AG | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |