13FBOX
AMERISERV FINL INC · 13F Institutional Holdings
Options Calculator Rankings
A

AMERISERV FINL INC

ASRV
Institutions
35
Combined AUM (Q2 2026)
$26.3M
Combined Shares (Q2 2026)
6.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+218,018
14 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-63,827
10 · 5 Exit · ≈
⚖️ Net
+154,191
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$26.3M
Institutions
35
New Buys
5
Adds
9
Reduces
5
Exits
5
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GENDELL JEFFREY L
0.06%0.08%#7$6.3M1.6M$5.9M1.6M00.00%Unchanged
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#14$4.5M1.2M$4.2M1.2M+1,697+0.15%Add
AmeriServ Wealth Advisors
2.3%2.05%#1$3.5M889,464$3.2M889,090+374+0.04%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#20$2.6M660,581$2.4M658,395+2,186+0.33%Add
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#12$2.1M535,774$2.0M564,474-28,700-5.08%Reduce
Oppenheimer & Close, LLC
0.89%0.8%#2$1.4M364,422$1.3M352,583+11,839+3.36%Add
EWA, LLC
0.18%0.2%#4$960,250247,487$889,116245,612+1,875+0.76%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%0.02%#11$801,721206,629$747,997206,62900.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#18$589,663151,975$80,93622,358+129,617+579.73%Add
BlackRock, Inc.
<0.01%<0.01%#24$586,896151,262$507,723140,255+11,007+7.85%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#21$552,456142,339$522,860144,393-2,054-1.42%Reduce
Empowered Funds, LLC
<0.01%<0.01%#13$400,641103,258$373,794103,25800.00%Unchanged
Lesa Sroufe & Co
0.27%0.25%#3$388,000100,000$362,000100,00000.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#16$375,99196,905$301,04383,161+13,744+16.53%Add
Argyle Capital Management, LLC
0.11%0.11%#6$368,07694,865$343,41194,86500.00%Unchanged
Minerva Advisors LLC
0.14%0.14%#5$225,81658,200$210,68458,20000.00%Unchanged
JOHN G ULLMAN & ASSOCIATES INC
0.02%#8$172,99044,585$00+44,585New Buy
Abacus Planning Group, Inc.
0.02%0.02%#9$164,95042,513$153,89742,51300.00%Unchanged
NORTHERN TRUST CORP
<0.01%<0.01%#22$113,89729,355$105,34629,101+254+0.87%Add
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#15$88,30922,760$81,00022,76000.00%Unchanged
STATE STREET CORP
<0.01%<0.01%#27$73,68118,990$68,74418,99000.00%Unchanged
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#17$52,31413,483$48,80813,48300.00%Unchanged
SCHULHOFF & CO INC
0.02%0.02%#10$50,44013,000$47,06013,00000.00%Unchanged
Vanguard Global Advisers, LLC
<0.01%<0.01%#23$22,8735,895$21,3405,89500.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#32$2,771718$2,59971800.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%<0.01%#19$2,281588$5,9191,635-1,047-64.04%Reduce
ROYAL BANK OF CANADA
<0.01%#30$2,000400$00+400New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#28$1,552400$00+400New Buy
IFP Advisors, Inc
<0.01%<0.01%#25$442114$41311400.00%Unchanged
BARCLAYS PLC
<0.01%#33$14738$00+38New Buy
Cornerstone Planning Group LLC
<0.01%<0.01%#26$328$3,8421,022-1,014-99.22%Reduce
SBI Securities Co., Ltd.
<0.01%<0.01%#31$82$7200.00%Unchanged
Caitong International Asset Management Co., Ltd
<0.01%#29$82$00+2New Buy
MORGAN STANLEY
<0.01%<0.01%#34$61$3,0451,050-1,049-99.90%Reduce
FMR LLC
<0.01%<0.01%#34$41$4100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow