Position in ASRV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,451,120
+$232,615 QoQ
Shares Held
889,464
+0.0% QoQ
Ownership
5.24%
of shares outstanding
% of Portfolio
12.86%
of 13F equity value
Holder Rank
#3
of 34 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASRV Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AmeriServ Wealth Advisors holds $4,429,829 across 3 Banks - Regional names. ASRV ranks #1 (77.9% of the industry book) .
All Filings in ASRV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,451,120 | 889,464 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,218,505 | 889,090 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,834,981 | 888,709 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,583,233 | 890,770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,867,635 | 943,301 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,192,722 | 902,355 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,148,904 | 801,830 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $1,903,365 | 718,251 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,823,280 | 717,827 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,883,747 | 617,622 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,428,222 | 616,300 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $2,325,322 | 611,927 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,400,476 | 609,258 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,434,253 | 602,538 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,333,003 | 604,405 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,344,396 | 604,226 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,374,069 | 604,089 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,438,894 | 600,713 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,916,314 | 612,241 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||