Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ameriserv Finl Inc (ASRV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — ASRV

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
34 funds currently hold this stock — 92% of the 3.0-year high of 37 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ASRV is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 65% buying

13 buying7 selling
Last quarter: 13 funds were net buyers (7 opened a brand new position + 6 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new ASRV position: 6 → 4 → 1 → 7. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 21% new
21 out of 34 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.
📊

Peak discovery — momentum slowing

3 → 6 → 4 → 1 → 7 new funds/Q
New funds entering each quarter: 6 → 4 → 1 → 7. ASRV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 34 holders: 23 (68%) are 2+ year veterans, 3 entered 1–2 years ago, and 8 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
8 of 33 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — ASRV

In 2026 Q1, 13 hedge funds were net buyers of ASRV (7 opened a new position, 6 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 21% of total institutional value in ASRV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: ASRV

How many hedge funds hold ASRV — quarterly history vs. share price
Quarterly hedge fund ownership of ASRV vs. share price

Market Analysis: ASRV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ASRV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much ASRV has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
ASRV
nan%
XLF
+9.5%

ASRV outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
ASRV
nan%
XLF
+5.8%

Since the filing became public, ASRV outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: ASRV
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 32 6.25%
13F Shares 7M 7M -0.13%
Total Value $24M $21M 11.25%
New Positions 7 1 +6
Increased Positions 6 4 +2
Closed Positions 5 5 -
Reduced Positions 2 14 -12
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ASRV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

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:
Top 25 ASRV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AmeriServ Wealth Advisors 2.05% 889,090 $3.2M
2 Oppenheimer & Close, LLC 0.80% 352,583 $1.3M
3 Ewa, LLC 0.20% 245,612 $889K
4 Minerva Advisors LLC 0.14% 58,200 $211K
5 Argyle Capital Management, LLC 0.11% 94,865 $343K
6 Gendell Jeffrey L 0.08% 1,635,677 $5.9M
7 John G Ullman & Associates Inc 0.02% 45,985 $166K
8 Abacus Planning Group, Inc. 0.02% 42,513 $154K
9 Schulhoff & Co Inc 0.02% 13,000 $47K
10 Bridgeway Capital Management, LLC 0.02% 206,629 $748K
11 Renaissance Technologies LLC 0.00% 564,474 $2.0M
12 Empowered Funds, LLC 0.00% 103,258 $374K
13 XTX Topco Ltd 0.00% 10,812 $39K
14 Cornerstone Planning Group LLC 0.00% 1,022 $4K
15 Tower Research Capital LLC (TRC) 0.00% 1,635 $6K
16 Captrust Financial Advisors 0.00% 13,483 $49K
17 Vanguard Fiduciary Trust Co 0.00% 83,161 $301K
18 Vanguard Capital Management LLC 0.00% 658,395 $2.4M
19 Citadel Advisors LLC 0.00% 22,358 $81K
20 BlackRock, Inc. 0.00% 140,255 $508K
21 Jane Street Group, LLC 0.00% 19,000 $69K
22 IFP Advisors, Inc 0.00% 114 —
23 Cwm, LLC 0.00% 100 —
24 Russell Investments Group, Ltd. 0.00% 50 —
25 SBI Securities Co., Ltd. 0.00% 2 —
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 65% buying: Last quarter: 13 funds were net buyers (7 opened a brand new position + 6 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ASRV holders?

Strong quality — 21% AUM from major funds: 8 of 33 holders rank in the top 100 by AUM, accounting for 21% 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?

62% of holders stayed for 2+ years: 21 out of 34 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 Q1 hedge fund 13F filings?

As of today, ASRV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), ASRV has gained nan% vs +9.5% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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