AmeriServ Wealth Advisors
All 13F Filings
- Location
- Johnstown, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 125,934
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 50 | 125,934 | 13F-HR | AmeriServ Wealth Advisors |
| Q2 2026 | 8/3/2026 | 54 | 150,243 | 13F-HR | AmeriServ Wealth Advisors |
| 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 | 20.67 K | 16.4% | 0 | 1.859 K | -1.859 K |
| ETFs | 105.3 K | 83.6% | 0 | 22.45 K | -22.45 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
125,934
Holdings
50
QoQ value change ($000)
-24,309
(-16.2%)
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.