AMERISERV FINANCIAL INC /PA/ - ASRV
Detailed investor-level table based on 13F positions.
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 | 6,346 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,155,365 | 5,326 | 0.0% | 0.0% | 2 | -32 | -0.0% | Q3 2026 | Nov 04, 2026 |
| AmeriServ Wealth Advisors | History | Added to | 889,755 | 4,101 | 3.26% | 2.3% | 3 | +291 | 0.03% | Q3 2026 | Oct 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 660,581 | 2,563 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 535,774 | 2,078 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oppenheimer & Close, LLC | History | No change | 364,422 | 1,413 | 0.89% | 0.89% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EWA, LLC | History | No change | 247,487 | 960 | 0.18% | 0.18% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 206,629 | 801 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 151,975 | 589 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BlackRock, Inc. | History | No change | 151,262 | 586 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 142,339 | 552 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lesa Sroufe & Co | History | No change | 100,000 | 461 | 0.32% | 0.28% | 12 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Argyle Capital Management, LLC | History | No change | 94,865 | 437 | 0.13% | 0.11% | 13 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Empowered Funds, LLC | History | No change | 103,258 | 400 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 96,905 | 375 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Minerva Advisors LLC | History | No change | 58,200 | 225 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 43,785 | 201 | 0.03% | 0.02% | 17 | -800 | -1.79% | Q3 2026 | Nov 04, 2026 |
| Abacus Planning Group, Inc. | History | No change | 42,513 | 195 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 29,355 | 113 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 22,760 | 87 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 18,990 | 73 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,483 | 52 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHULHOFF & CO INC | History | No change | 13,000 | 50 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,895 | 22 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 718 | 2 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 400 | 2 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 588 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 16, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q3 2026 | Oct 29, 2026 |
| BARCLAYS PLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 114 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |