AMERISERV FINANCIAL INC /PA/ - ASRV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | History | No change | 1,635,677 | 5,217 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,156,546 | 3,689 | 0.0% | 0.0% | 2 | -1,887 | -0.16% | Q4 2025 | Feb 12, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 888,709 | 2,834 | 1.65% | 1.31% | 3 | -2,061 | -0.23% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | Reduced | 748,240 | 2,386 | 0.0% | 0.0% | 4 | -8,035 | -1.06% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 583,074 | 1,860 | 0.0% | 0.0% | 5 | -5,000 | -0.85% | Q4 2025 | Feb 12, 2026 |
| Oppenheimer & Close, LLC | History | No change | 352,583 | 1,124 | 0.77% | 0.69% | 6 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EWA, LLC | History | Added to | 243,570 | 776 | 0.19% | 0.19% | 7 | +2,345 | 0.97% | Q4 2025 | Feb 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 206,629 | 659 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 142,798 | 455 | 0.0% | 0.0% | 9 | +2,830 | 2.02% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Reduced | 136,586 | 435 | 0.0% | 0.0% | 10 | -3,518 | -2.51% | Q4 2025 | Feb 12, 2026 |
| Empowered Funds, LLC | History | No change | 103,258 | 329 | 0.01% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lesa Sroufe & Co | History | No change | 100,000 | 319 | 0.24% | 0.23% | 12 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Argyle Capital Management, LLC | History | No change | 94,865 | 302 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Minerva Advisors LLC | History | No change | 58,200 | 185 | 0.12% | 0.11% | 14 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 45,985 | 146 | 0.02% | 0.03% | 15 | -19,200 | -29.45% | Q4 2025 | Feb 05, 2026 |
| Abacus Planning Group, Inc. | History | No change | 42,513 | 135 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 29,101 | 92 | 0.0% | 0.0% | 17 | -662 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 26,300 | 83 | 0.12% | 0.23% | 18 | -73,700 | -73.7% | Q4 2025 | Feb 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 22,760 | 72 | 0.0% | 0.0% | 19 | -2,940 | -11.44% | Q4 2025 | Feb 10, 2026 |
| STATE STREET CORP | History | No change | 18,990 | 60 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 14,605 | 46 | 0.0% | 0.0% | 21 | -10,395 | -41.58% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,483 | 43 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCHULHOFF & CO INC | History | No change | 13,000 | 41 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,326 | 4 | 0.0% | 0.0% | 24 | -920 | -40.96% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,014 | 3 | 0.0% | 0.0% | 25 | +9 | 0.9% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,116 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,175 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,209 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,050 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -1,049 | -99.9% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -474 | -100.0% | Q3 2025 | Nov 07, 2025 |
| UBS Group AG | History | Reduced | 16 | 0 | — | — | — | -201 | -92.63% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 57 | 0 | — | — | — | +11 | 23.91% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 99 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 114 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |