Ameriserv Finl Inc (ASRV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Ameriserv Finl Inc (ASRV) following the 2026 Q3 hedge fund 13F filings?

As of today, ASRV has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ASRV gained +2.6% vs +9.9% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Ameriserv Finl Inc (ASRV)

34 + Investors. Track Smart Money conviction in ASRV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ASRV

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added ASRV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (95% of max)

95% of all-time peak

35 hedge funds hold ASRV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q

2 fewer hedge funds hold ASRV compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 58% buying

14 buying10 selling

Last quarter: 14 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 1 → 7 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 20% medium ■ 11% new

24 out of 35 hedge funds have held ASRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~5 new funds/quarter

6 → 4 → 1 → 7 → 5 new funds/Q

New funds entering each quarter: 4 → 1 → 7 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 75% veterans vs 17% newcomers

■ 75% veterans ■ 8% 1-2yr ■ 17% new

Entry-cohort mix of 36 holders: 27 (75%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds

11 of 34 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	34	34	-
13F Shares	7M	7M	1.65%
Total Value	$26M	$24M	8.98%
New Positions	5	7	-2
Increased Positions	9	6	+3
Closed Positions	4	5	-1
Reduced Positions	6	2	+4
Total Calls	0	0	-
Total Puts	1	1	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

1.65%

Total Value

$26M

$24M

8.98%

New Positions

-2

Increased Positions

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ASRV. Verified SEC 13F-HR filings.

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 19 ASRV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AmeriServ Wealth Advisors	3.26%	889,755	$4.1M
2	Oppenheimer & Close, LLC	1.03%	364,422	$1.7M
3	Minerva Advisors LLC	0.17%	58,200	$268K
4	Argyle Capital Management, LLC	0.13%	94,865	$437K
5	Gendell Jeffrey L	0.08%	1,635,677	$7.5M
6	John G Ullman & Associates Inc	0.03%	43,785	$202K
7	Abacus Planning Group, Inc.	0.02%	42,513	$196K
8	Schulhoff & Co Inc	0.02%	10,000	$46K
9	Renaissance Technologies LLC	0.00%	506,874	$2.3M
10	Empowered Funds, LLC	0.00%	127,024	$586K
11	Captrust Financial Advisors	0.00%	13,483	$62K
12	Vanguard Fiduciary Trust Co	0.00%	86,510	$399K
13	Vanguard Capital Management LLC	0.00%	643,226	$3.0M
14	BlackRock, Inc.	0.00%	150,787	$695K
15	IFP Advisors, Inc	0.00%	114	—
16	Caitong International Asset Management Co., Ltd	0.00%	4	—
17	SBI Securities Co., Ltd.	0.00%	2	—
18	Barclays plc	0.00%	80	—
19	Fmr LLC	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Ameriserv Finl Inc (ASRV)

What does the Smart Money Trend signal show for ASRV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ASRV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ASRV?

Slight buying edge — 58% buying: Last quarter: 14 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ASRV holders?

Strong quality — 23% AUM from major funds: 11 of 34 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ASRV?

69% of holders stayed for 2+ years: 24 out of 35 hedge funds have held ASRV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ameriserv Finl Inc (ASRV) following the 2026 Q3 hedge fund 13F filings?

As of today, ASRV has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), ASRV has gained +2.6% vs +9.9% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Ameriserv Finl Inc (ASRV)

Smart Money Signals — ASRV

Buying streak — 2 quarters in a row

At the ownership peak (95% of max)

Outflows — 5% fewer funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~5 new funds per quarter

69% of holders stayed for 2+ years

Steady discovery — ~5 new funds/quarter

Veteran-anchored — 75% veterans vs 17% newcomers

Strong quality — 23% AUM from major funds

Institutional Sentiment Summary — ASRV

Hedge Fund Ownership: ASRV

Market Analysis: ASRV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ASRV

Is It Too Late to Buy Ameriserv Finl Inc (ASRV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ASRV

Statistics: ASRV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Ameriserv Finl Inc (ASRV)

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