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Ameriserv Financial Inc (ASRV)

CUSIP: 03074A102 | NYSE | Financial Services · Banks - Regional | Micro Cap | 125 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABaird Brent D
with Ann N. Bonte
1,120,9846.8%+111,674Jan 23, 2026No 13F filer matched
13D/ABaird Brent D1,120,984
6.8% of class · Jan 23, 2026+111,674
with Ann N. Bonte
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,155,365
0.0% of portfolio›$5.3M
AmeriServ Wealth Advisors889,755
3.3% of portfolio›$4.1M
Lesa Sroufe & Co100,000
1.1% of portfolio›$461.0K
Argyle Capital Management, LLC94,865
0.1% of portfolio›$437.3K
John G Ullman & Associates Inc43,785
0.0% of portfolio›$201.8K
Abacus Planning Group, Inc.42,513
0.0% of portfolio›$196.0K
IFP Advisors, Inc114
0.0% of portfolio›$526
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$18
SBI Securities Co., Ltd.2
0.0% of portfolio›$9
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,155,365$5.3M0.0%IndexLowAustin, TX2026-11-04
AmeriServ Wealth Advisors
889,755$4.1M3.3%ETFVery LowJohnstown, PA2026-10-21
Lesa Sroufe & Co
100,000$461.0K1.1%Deep ValueLowSeattle, WA2026-10-29
Argyle Capital Management, LLC
94,865$437.3K0.1%ValueVery LowCenter Valley, PA2026-10-28
John G Ullman & Associates Inc
43,785$201.8K0.0%CoreLowCorning, NY2026-11-04
Abacus Planning Group, Inc.
42,513$196.0K0.0%ETFLowColumbia, SC2026-11-02
IFP Advisors, Inc
114$5260.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
4$180.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
2$90.0%Agg GrowthLowTokyo, Mexico2026-10-22