Ameriserv FinancialASRV
13F holders, Q2 2025 (June 30)38holders +1
5new positions
3sold out
1famous investor
$3.04avg. 13F price*
At the end of Q2 2025, 38 institutions reported holding Ameriserv Financial Inc. (ASRV) in their 13F filings, up 1 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were Gendell Jeffrey L ($5.0M), Dimensional Fund Advisors LP ($3.5M) and AmeriServ Wealth Advisors ($2.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $803K |
| Exits | 3 | $29K |
All 13F filers, Q1 2025 → Q2 2025: 386,035 shares bought and 192,996 shares sold, net +193,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Gendell Jeffrey L | 0.13% | No change | 1,635,677 | $5.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 1,166,256 | $3.5M |
| AmeriServ Wealth Advisors | 1.42% | Add +4.5% | 943,301 | $2.9M |
| Vanguard Group Inc. | 0.00% | Add +8.1% | 780,935 | $2.4M |
| Renaissance Technologies | 0.00% | Add +2.2% | 582,776 | $1.8M |
| Oppenheimer & Close, LLC | 0.82% | No change | 352,583 | $1.1M |
| Ewa, LLC | 0.23% | New | 238,822 | $726K |
| Bridgeway Capital Management, LLC | 0.01% | Add +0.8% | 206,177 | $627K |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 139,888 | $425K |
| Geode Capital Management, LLC | 0.00% | Add +1.1% | 139,606 | $425K |
| Empowered Funds, LLC | 0.00% | Add +1.6% | 102,806 | $313K |
| Angel Oak Capital Advisors, LLC | 0.43% | No change | 100,000 | $304K |
| Lesa Sroufe & Co | 0.28% | No change | 100,000 | $304K |
| John G Ullman & Associates Inc. | 0.03% | Reduce -70.8% | 67,226 | $204K |
| Minerva Advisors LLC | 0.11% | No change | 58,200 | $175K |
| Abacus Planning Group, Inc. | 0.02% | No change | 42,513 | $129K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.1% | 34,854 | $106K |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 30,560 | $93K |
| Acadian Asset Management LLC | 0.00% | No change | 25,700 | $77K |
| JPMorgan Chase & Co. | 0.00% | No change | 25,000 | $76K |
| State Street Corp. | 0.00% | No change | 18,990 | $58K |
| Goldman Sachs Group Inc. | 0.00% | New | 17,847 | $54K |
| Captrust Financial Advisors | 0.00% | No change | 13,483 | $41K |
| Modern Wealth Management, LLC | 0.00% | Add +1.2% | 13,046 | $40K |
| Schulhoff & Co. Inc. | 0.02% | No change | 13,000 | $40K |
| State of Wyoming | 0.00% | New | 3,865 | $12K |
| UBS Group AG | 0.00% | New | 3,615 | $11K |
| Royal Bank of Canada | 0.00% | Add +2508.7% | 1,200 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1,209 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.2% | 995 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 474 | $1K |
| Bank of America Corp. | 0.00% | Add +39.8% | 179 | $544 |
| IFP Advisors, Inc | 0.00% | No change | 114 | $347 |
| Raymond James Financial Inc. | 0.00% | New | 108 | $328 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -93.6% | 98 | $298 |
| SBI Securities Co., Ltd. | 0.00% | Add +8.3% | 13 | $40 |
| Morgan Stanley | 0.00% | No change | 1 | $4 |
| Cwm, LLC | 0.00% | Add +2.1% | 98 | $0 |
"% of holder's portfolio" is ASRV's weight in each manager's 13F, not the share of Ameriserv Financial Inc. the manager owns.