Ameriserv FinancialASRV
13F holders, Q4 2025 (December 31)33holders −4
0new positions
5sold out
1famous investor
$3.19avg. 13F price*
At the end of Q4 2025, 33 institutions reported holding Ameriserv Financial Inc. (ASRV) in their 13F filings, down 4 from Q3 2025. 0 opened new positions and 5 sold out. The largest holders were Gendell Jeffrey L ($5.2M), Dimensional Fund Advisors LP ($3.7M) and AmeriServ Wealth Advisors ($2.8M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 5 | $87K |
All 13F filers, Q3 2025 → Q4 2025: 5,196 shares bought and 159,593 shares sold, net −154,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Gendell Jeffrey L | 0.09% | No change | 1,635,677 | $5.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.2% | 1,156,546 | $3.7M |
| AmeriServ Wealth Advisors | 1.65% | Reduce -0.2% | 888,709 | $2.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 748,240 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -0.8% | 583,074 | $1.9M |
| Oppenheimer & Close, LLC | 0.77% | No change | 352,583 | $1.1M |
| Ewa, LLC | 0.19% | Add +1.0% | 243,570 | $777K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 206,629 | $659K |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 142,798 | $456K |
| BlackRock, Inc. | 0.00% | Reduce -2.5% | 136,586 | $436K |
| Empowered Funds, LLC | 0.01% | No change | 103,258 | $329K |
| Lesa Sroufe & Co | 0.24% | No change | 100,000 | $319K |
| Argyle Capital Management, LLC | 0.10% | No change | 94,865 | $303K |
| Minerva Advisors LLC | 0.12% | No change | 58,200 | $186K |
| John G Ullman & Associates Inc. | 0.02% | Reduce -29.4% | 45,985 | $147K |
| Abacus Planning Group, Inc. | 0.02% | No change | 42,513 | $136K |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 29,101 | $93K |
| Angel Oak Capital Advisors, LLC | 0.12% | Reduce -73.7% | 26,300 | $84K |
| Acadian Asset Management LLC | 0.00% | Reduce -11.4% | 22,760 | $72K |
| State Street Corp. | 0.00% | No change | 18,990 | $61K |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.6% | 14,605 | $47K |
| Captrust Financial Advisors | 0.00% | No change | 13,483 | $43K |
| Schulhoff & Co. Inc. | 0.02% | No change | 13,000 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.0% | 1,326 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 1,014 | $3K |
| IFP Advisors, Inc | 0.00% | No change | 114 | $364 |
| Bank of America Corp. | 0.00% | Add +23.9% | 57 | $182 |
| UBS Group AG | 0.00% | Reduce -92.6% | 16 | $51 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.3% | 2 | $6 |
| Morgan Stanley | 0.00% | Reduce -99.9% | 1 | $4 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $3 |
| FMR LLC | 0.00% | No change | 1 | $3 |
| Cwm, LLC | 0.00% | No change | 99 | $0 |
"% of holder's portfolio" is ASRV's weight in each manager's 13F, not the share of Ameriserv Financial Inc. the manager owns.