Ameriserv FinancialASRV
13F holders, Q1 2025 (March 31)37holders +2
2new positions
1sold out
1famous investor
$2.43avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Ameriserv Financial Inc. (ASRV) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Gendell Jeffrey L ($4.0M), Dimensional Fund Advisors LP ($2.8M) and AmeriServ Wealth Advisors ($2.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2K |
| Exits | 1 | $15K |
All 13F filers, Q4 2024 → Q1 2025: 172,686 shares bought and 149,250 shares sold, net +23,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Gendell Jeffrey L | 0.17% | No change | 1,635,677 | $4.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.9% | 1,162,705 | $2.8M |
| AmeriServ Wealth Advisors | 1.27% | Add +12.5% | 902,355 | $2.2M |
| Vanguard Group Inc. | 0.00% | No change | 722,381 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -1.3% | 570,174 | $1.4M |
| Oppenheimer & Close, LLC | 0.71% | No change | 352,583 | $857K |
| John G Ullman & Associates Inc. | 0.09% | Reduce -10.0% | 229,986 | $559K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -25.0% | 204,583 | $497K |
| BlackRock, Inc. | 0.00% | Reduce -2.2% | 142,301 | $346K |
| Geode Capital Management, LLC | 0.00% | Add +8.6% | 138,040 | $336K |
| Empowered Funds, LLC | 0.00% | Add +4.5% | 101,212 | $246K |
| Angel Oak Capital Advisors, LLC | 0.32% | Add +85.4% | 100,000 | $243K |
| Lesa Sroufe & Co | 0.24% | — | 100,000 | $243K |
| Minerva Advisors LLC | 0.10% | No change | 58,200 | $141K |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.2% | 49,132 | $119K |
| Abacus Planning Group, Inc. | 0.02% | No change | 42,513 | $103K |
| Northern Trust Corp. | 0.00% | No change | 30,681 | $75K |
| Acadian Asset Management LLC | 0.00% | No change | 25,700 | $61K |
| JPMorgan Chase & Co. | 0.00% | No change | 25,000 | $61K |
| State Street Corp. | 0.00% | No change | 18,990 | $46K |
| Captrust Financial Advisors | 0.00% | No change | 13,483 | $33K |
| Schulhoff & Co. Inc. | 0.01% | No change | 13,000 | $32K |
| Modern Wealth Management, LLC | 0.00% | Reduce -18.1% | 12,895 | $31K |
| Beese Fulmer Investment Management, Inc. | 0.00% | No change | 11,000 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -22.0% | 1,533 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,209 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.0% | 983 | $2K |
| Simplex Trading, LLC | 0.00% | New | 861 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 474 | $1K |
| Bank of America Corp. | 0.00% | Add +4.1% | 128 | $311 |
| IFP Advisors, Inc | 0.00% | No change | 114 | $277 |
| SBI Securities Co., Ltd. | 0.00% | Add +9.1% | 12 | $29 |
| Morgan Stanley | 0.00% | New | 1 | $3 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 46 | $0 |
| Cwm, LLC | 0.00% | Add +1.1% | 96 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -56.1% | 127 | $0 |
"% of holder's portfolio" is ASRV's weight in each manager's 13F, not the share of Ameriserv Financial Inc. the manager owns.