AmeriServ Wealth Advisors
All 13F Filings
- Location
- Johnstown, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 172,018
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 59 | 172,018 | 13F-HR | AmeriServ Wealth Advisors |
| Q3 2025 | 11/12/2025 | 58 | 197,930 | 13F-HR | AmeriServ Wealth Advisors |
| Q2 2025 | 8/13/2025 | 58 | 202,306 | 13F-HR | AmeriServ Wealth Advisors |
| Q1 2014 | 5/14/2014 | 130 | 99,580 | 13F-HR | WEST CHESTER CAPITAL ADVISORS, INC |
| Q4 2013 | 2/14/2014 | 183 | 167,656 | 13F-HR | WEST CHESTER CAPITAL ADVISORS, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 86.68 K | 50.4% | 0 | 26.68 K | -26.68 K |
| ETFs | 85.34 K | 49.6% | 764 | 0 | 764 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
172,018
Holdings
59
QoQ value change ($000)
-25,912
(-13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.