Who owns Ameriserv Financial Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
BAIRD BRENT D: 6.8% · 1,120,984 shares — Ann N. Bonte: 0.3% · 55,000 shares
SB Value Partners, L.P.: 9.7% · 1,645,051 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Ameriserv Financial Inc they hold. Together these 41 managers report 43.59% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | $6.35M | 1,635,677 | 0.06% | 9.63% | June 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | $4.48M | 1,155,397 | 0.00% | 6.80% | June 30, 2026 |
39 more institutional holders behind a free account
See every manager reporting Ameriserv Financial Inc, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 32 funds hold 12.24% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $1.74M | 0.00% | 2.64% | June 30, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO | $1.29M | 0.01% | 1.91% | April 30, 2026 |
30 more funds behind a free account
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