Ameriserv FinancialASRV
13F holders, Q4 2024 (December 31)35holders +5
3new positions
0sold out
1famous investor
$2.66avg. 13F price*
At the end of Q4 2024, 35 institutions reported holding Ameriserv Financial Inc. (ASRV) in their 13F filings, up 5 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Gendell Jeffrey L ($4.4M), Dimensional Fund Advisors LP ($3.0M) and AmeriServ Wealth Advisors ($2.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ameriserv Financial Inc.
- CUSIP
- 03074A102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $58K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 108,652 shares bought and 70,960 shares sold, net +37,692 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Gendell Jeffrey L | 0.14% | Add +4.0% | 1,635,677 | $4.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.1% | 1,152,780 | $3.0M |
| AmeriServ Wealth Advisors | 1.16% | — | 801,830 | $2.1M |
| Vanguard Group Inc. | 0.00% | No change | 722,381 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -1.9% | 577,574 | $1.5M |
| Oppenheimer & Close, LLC | 0.78% | No change | 352,583 | $945K |
| Bridgeway Capital Management, LLC | 0.02% | Reduce -1.1% | 272,687 | $714K |
| John G Ullman & Associates Inc. | 0.10% | Add +8.9% | 255,500 | $685K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 145,494 | $390K |
| Geode Capital Management, LLC | 0.00% | No change | 127,142 | $333K |
| Empowered Funds, LLC | 0.00% | Add +1.9% | 96,816 | $254K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.5% | 84,964 | $223K |
| Minerva Advisors LLC | 0.09% | No change | 58,200 | $152K |
| Angel Oak Capital Advisors, LLC | 0.19% | — | 53,937 | $145K |
| Abacus Planning Group, Inc. | 0.02% | No change | 42,513 | $111K |
| Northern Trust Corp. | 0.00% | No change | 30,681 | $82K |
| Acadian Asset Management LLC | 0.00% | No change | 25,700 | $66K |
| JPMorgan Chase & Co. | 0.00% | No change | 25,000 | $66K |
| State Street Corp. | 0.00% | Reduce -2.6% | 18,990 | $50K |
| Modern Wealth Management, LLC | 0.00% | New | 15,753 | $42K |
| Captrust Financial Advisors | 0.00% | No change | 13,483 | $36K |
| Schulhoff & Co. Inc. | 0.01% | No change | 13,000 | $35K |
| Beese Fulmer Investment Management, Inc. | 0.00% | No change | 11,000 | $29K |
| UBS Group AG | 0.00% | New | 5,751 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12.0% | 1,965 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,209 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.0% | 973 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -98.8% | 474 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +127.6% | 289 | $1K |
| Bank of America Corp. | 0.00% | Reduce -42.8% | 123 | $330 |
| IFP Advisors, Inc | 0.00% | No change | 114 | $306 |
| SBI Securities Co., Ltd. | 0.00% | — | 11 | $29 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
| Royal Bank of Canada | 0.00% | New | 50 | $0 |
| Cwm, LLC | 0.00% | Add +1.1% | 95 | $0 |
"% of holder's portfolio" is ASRV's weight in each manager's 13F, not the share of Ameriserv Financial Inc. the manager owns.