SEC 13F Intelligence

Ameriserv Wealth Advisors / ASRV

Ameriserv Wealth Advisors’s Ameriserv Finl Inc Position

Does Ameriserv Wealth Advisors own Ameriserv Finl Inc (ASRV)? Yes889.1K shares worth $3M (+2.05% of its 13F portfolio) as of Q1 2026, up from 888.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
889.1K
% of Portfolio
+2.05%
Quarters Held
22
currently held

Position History ASRV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’20: $2MQ1 ’21: $2MQ2 ’21: $2MQ2 ’21Q3 ’21: $2MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’24: $2MQ1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026889.1K$3M+2.05%
Q4 2025888.7K$3M+1.65%
Q3 2025890.8K$3M+1.31%
Q2 2025943.3K$3M+1.42%
Q1 2025902.4K$2M+1.27%
Q4 2024801.8K$2M+1.16%
Q3 2023718.3K$2M+3.52%
Q2 2023717.8K$2M+3.45%
Q1 2023617.6K$2M+4.33%
Q4 2022616.3K$2M+4.84%
Q3 2022611.9K$2M+5.12%
Q2 2022609.3K$2M+5.65%
Q1 2022602.5K$2M+1.78%
Q4 2021604.4K$2M+1.60%
Q3 2021604.2K$2M+1.81%
Q2 2021604.1K$2M+1.85%
Q1 2021600.7K$2M+2.09%
Q4 2020612.2K$2M+1.88%
Q3 2019436.9K$2M+2.46%
Q2 2019436.7K$2M+2.36%
Q1 2019434.2K$2M+3.64%
Q4 2018434.1K$2M+4.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ameriserv Wealth Advisors’s full portfolio or all institutional holders of ASRV.