AmeriServ Wealth Advisors

Position in ASRV — Ameriserv Financial Inc /Pa/

CIK 1102062 Johnstown, PA

Position in ASRV

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$3,218,505

+$383,524 QoQ

Shares Held

889,090

+0.0% QoQ

Ownership

5.24%

of shares outstanding

% of Portfolio

12.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

AmeriServ Wealth Advisors holds $4,205,945 across 3 Banks - Regional names. ASRV ranks #1 (76.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASRV	Ameriserv Financial Inc /Pa/ This page	889,090	$3,218,505
2	PNC	Pnc Financial Services Group, Inc.	2,719	$565,796
3	FNB	Fnb Corp/Pa/	25,218	$421,644

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,218,505	889,090	+0.0%	Shares	Sole	2026-05-13
2025-12-31	$2,834,981	888,709	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$2,583,233	890,770	-5.6%	Shares	Sole	2025-11-12
2025-06-30	$2,867,635	943,301	+4.5%	Shares	Sole	2025-08-13
2025-03-31	$2,192,722	902,355	+12.5%	Shares	Sole	2025-05-14
2024-12-31	$2,148,904	801,830	+11.6%	Shares	Sole	2025-02-14
2023-09-30	$1,903,365	718,251	+0.1%	Shares	Sole	2023-11-09
2023-06-30	$1,823,280	717,827	+16.2%	Shares	Sole	2023-08-14
2023-03-31	$1,883,747	617,622	+0.2%	Shares	Sole	2023-05-04
2022-12-31	$2,428,222	616,300	+0.7%	Shares	Sole	2023-02-06
2022-09-30	$2,325,322	611,927	+0.4%	Shares	Sole	2022-10-31
2022-06-30	$2,400,476	609,258	+1.1%	Shares	Sole	2022-07-28
2022-03-31	$2,434,253	602,538	-0.3%	Shares	Sole	2022-05-03
2021-12-31	$2,333,003	604,405	+0.0%	Shares	Sole	2022-02-11
2021-09-30	$2,344,396	604,226	+0.0%	Shares	Sole	2021-11-05
2021-06-30	$2,374,069	604,089	+0.6%	Shares	Sole	2021-07-15
2021-03-31	$2,438,894	600,713	-1.9%	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.