AmeriServ Wealth Advisors
All 13F Filings
- Location
- Johnstown, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 156,666
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 59 | 156,666 | 13F-HR | AmeriServ Wealth Advisors |
| 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 | 23.41 K | 14.9% | 0 | 63.27 K | -63.27 K |
| ETFs | 133.3 K | 85.1% | 47.92 K | 0 | 47.92 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
156,666
Holdings
59
QoQ value change ($000)
-15,352
(-8.9%)
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.