Who owns AmeriServ Financial (ASRV)
Which tracked institutional funds hold ASRV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ASRV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ASRV is one-sided between 2026-Q1 and 2026-Q2: 2 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ASRV’s largest tracked holder by dollar value, GENDELL JEFFREY L, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ASRV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 33 tracked filers holding ASRV, 12 increased or opened the position and 11 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ASRV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- GENDELL JEFFREY L$425K
- DIMENSIONAL FUND ADVISORS LP$307K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GENDELL JEFFREY L | 1,635,677 | $6M | 22.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,155,397 | $4M | 15.7% | 2026-Q2 |
| AmeriServ Wealth Advisors added | 889,464 | $3M | 12.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 660,581 | $3M | 9.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 535,774 | $2M | 7.3% | 2026-Q2 |
| Oppenheimer & Close, LLC added | 364,422 | $1M | 5.0% | 2026-Q2 |
| EWA, LLC added | 247,487 | $960K | 3.4% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 206,629 | $802K | 2.8% | 2026-Q2 |
| BlackRock, Inc. added | 151,262 | $587K | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 142,339 | $552K | 1.9% | 2026-Q2 |
| Empowered Funds, LLC | 103,258 | $401K | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 96,905 | $376K | 1.3% | 2026-Q2 |
| Argyle Capital Management, LLC | 94,865 | $368K | 1.3% | 2026-Q2 |
| Minerva Advisors LLC | 58,200 | $226K | 0.8% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 44,585 | $173K | 0.6% | 2026-Q2 |
| Abacus Planning Group, Inc. | 42,513 | $165K | 0.6% | 2026-Q2 |
| NORTHERN TRUST CORP added | 29,355 | $114K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 25,875 | $100K | 0.4% | 2026-Q2 |
| STATE STREET CORP | 18,990 | $74K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 13,483 | $52K | 0.2% | 2026-Q2 |
| SCHULHOFF & CO INC | 13,000 | $50K | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 5,895 | $23K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO | 718 | $3K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 588 | $2K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 400 | $2K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 114 | $442 | 0.0% | 2026-Q2 |
| BARCLAYS PLC new | 38 | $147 | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC trimmed | 8 | $32 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. | 2 | $8 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 2 | $8 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $6 | 0.0% | 2026-Q2 |
| FMR LLC | 1 | $4 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 0 | $2 | 0.0% | 2026-Q2 |
| Lesa Sroufe & Co | 100,000 | $362K | 1.3% | 2026-Q1 stale (1 quarter behind) |
| ACADIAN ASSET MANAGEMENT LLC | 22,760 | $81K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd new | 10,812 | $39K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 100 | $363 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Russell Investments Group, Ltd. new | 50 | $181 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 748,240 | $2M | 8.4% | 2025-Q4 stale (2 quarters behind) |
| Angel Oak Capital Advisors, LLC trimmed | 26,300 | $84K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 57 | $182 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 16 | $51 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC trimmed | 14,116 | $41K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Modern Wealth Management, LLC added | 13,175 | $38K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Salomon & Ludwin, LLC | 1,209 | $4K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Farther Finance Advisors, LLC new | 1,050 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PNC Financial Services Group, Inc. | 474 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,854 | $106K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| State of Wyoming new | 3,865 | $12K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 108 | $328 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.