$ASRV

$4.68 +$0.03 (0.65%) Close

$ASRV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 17.0M shares outstanding

Who owns ASRV?

By type of holder

Institutions 39.0% Insiders 10.2% Everyone else 50.9%

Concentration Top 10 holders own 52.4%

SB Value Partners, L.P. 9.7% · Gendell Jeffrey L 9.6%

Institutional ownership

39.0%

0.0 pts vs last qtr

Institutional holders

-1 vs last qtr

Net shares bought

+3.2K

by institutions in Q2 2026

New / sold out

3 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Vanguard Fiduciary Trust Co +13.7K
Oppenheimer & Close, LLC +11.8K

Biggest sellers in Q2 2026

Renaissance Technologies LLC −28.7K
XTX Topco Ltd SOLD OUT −10.8K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Ameriserv Financial Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−12.8%

−1.51% a year

Each share's claim on the business

+14.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.51M vs $203K

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years78% 3–5 years2% 1–3 years17% Under 1 year3%

Quarterly turnover

0.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ASRV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
GJ Gendell Jeffrey L	1.6M	9.63%	Unchanged	≤2021	0.1%
Shares held by quarter Peak holding1.6M (Q4'24) Change over 8 quarters+62.7K Share of the company9.630% Gendell Jeffrey L's full portfolio →
DF Dimensional Fund Advisors LP	1.2M	6.80%	+1.7K (+0.1%)	≤2021	0.0%
Shares held by quarter Peak holding1.2M (Q2'25) Change over 8 quarters+3.9K Share of the company6.800% Dimensional Fund Advisors LP's full portfolio →

Gendell Jeffrey L

1.6M

% of company

9.63%

Change vs last qtr

Unchanged

Held since

≤2021

Dimensional Fund Advisors LP

1.2M

% of company

6.80%

Change vs last qtr

+1.7K (+0.1%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding Ameriserv Financial Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ASRV on Form N-PORT; together they hold 12.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.74M	448.3K	2.64%	0.00%	June 30, 2026
US U.S. Small Cap Value Portfolio Dfa Investment Dimensions Group Inc	$1.48M	324.8K	1.91%	0.01%	July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.74M

% of company

2.64%

% of the fund

0.00%

As of

June 30, 2026

U.S. Small Cap Value Portfolio

Dfa Investment Dimensions Group Inc

Position value

$1.48M

% of company

1.91%

% of the fund

0.01%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding Ameriserv Financial Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SV SB Value Partners, L.P. 5%+ holder 13D · 9.7%	1.6M	9.69%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company9.690% Disclosed stake13D · 9.7% View the 13D/G filing →
BB Baird Brent D 5%+ holder 13D · 6.8%	1.1M	6.60%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company6.600% Disclosed stake13D · 6.8% View the 13D/G filing →

SB Value Partners, L.P.

5%+ holder13D · 9.7%

1.6M

% of company

9.69%

Change vs last qtr

—

Held since

—

Baird Brent D

5%+ holder13D · 6.8%

1.1M

% of company

6.60%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Ameriserv Financial Inc.

Comments