AmeriServ Financial Ownership | Who Owns AmeriServ Financial?
AmeriServ Financial Ownership Summary
AmeriServ Financial is owned by 39.62% institutional investors, 21.02% insiders, and 39.37% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 9.90% of ASRV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.77% of its assets in AmeriServ Financial shares.
ASRV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | AmeriServ Financial | 39.62% | 21.02% | 39.37% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gendell jeffrey l | 1.64M | 9.90% | $4.38M |
| Dimensional fund advisors lp | 1.15M | 6.98% | $3.02M |
| West chester capital advisors | 801.83K | 4.85% | $2.15M |
| Vanguard group | 722.38K | 4.37% | $1.89M |
| Renaissance | 577.57K | 3.50% | $1.55M |
| Oppenheimer & close | 352.58K | 2.13% | $944.92K |
| Bridgeway capital management | 272.69K | 1.65% | $714.44K |
| John g ullman & associates | 255.50K | 1.55% | $684.74K |
| Blackrock funding, inc. /de | 145.49K | 0.88% | $389.93K |
| Blackrock | 144.07K | 0.84% | $325.60K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| West chester capital advisors | 801.83K | 1.16% | $2.15M |
| Oppenheimer & close | 352.58K | 0.78% | $944.92K |
| Lesa sroufe | 100.00K | 0.22% | $226.00K |
| Angel oak capital advisors | 53.94K | 0.19% | $144.55K |
| Dryden capital | 43.37K | 0.17% | $98.02K |
| Gendell jeffrey l | 1.64M | 0.14% | $4.38M |
| John g ullman & associates | 255.50K | 0.10% | $684.74K |
| Minerva advisors | 58.20K | 0.09% | $151.90K |
| Abacus planning group | 42.51K | 0.02% | $111.38K |
| Bridgeway capital management | 272.69K | 0.02% | $714.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| West chester capital advisors | 801.83K | 1.16% | 801.83K |
| Gendell jeffrey l | 1.64M | 0.14% | 62.69K |
| Angel oak capital advisors | 53.94K | 0.19% | 53.94K |
| Citadel advisors | 23.36K | - | 23.36K |
| John g ullman & associates | 255.50K | 0.10% | 20.92K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pnc financial services group | 474.00 | - | -38.00K |
| Susquehanna group, llp | 84.96K | - | -17.99K |
| Prudential financial | - | - | -11.40K |
| Renaissance | 577.57K | 0.00% | -11.25K |
| Dryden capital | 43.37K | 0.17% | -6.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| West chester capital advisors | 801.83K | 1.16% | 801.83K | $2.15M |
| Angel oak capital advisors | 53.94K | 0.19% | 53.94K | $144.55K |
| Citadel advisors | 23.36K | - | 23.36K | $52.78K |
| Modern wealth management | 15.75K | 0.00% | 15.75K | $42.53K |
| Ubs group | 5.75K | - | 5.75K | $15.41K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -125.00 |
| Capital advisors | -289.00 |
| Royal bank of canada | -1.20K |
| Prudential financial | -11.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 33 | 17.86% | 6,544,595 | 13.80% | 39 | 3.27% | 12 | 9.09% | 7 | 40.00% |
| Sep 30, 2024 | 27 | -12.90% | 5,750,935 | 7.92% | 34 | 3.56% | 11 | - | 5 | -37.50% |
| Jun 30, 2024 | 30 | - | 5,318,073 | -0.60% | 31 | 3.19% | 11 | 22.22% | 8 | 60.00% |
| Mar 31, 2024 | 30 | -3.23% | 5,350,176 | -2.40% | 31 | 3.05% | 9 | -25.00% | 5 | 25.00% |
| Dec 31, 2023 | 31 | 3.33% | 5,481,779 | -7.43% | 31 | 2.68% | 12 | 20.00% | 4 | -42.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 458.12K | 2.77% | - |
| Vanguard US Total Market Shares ETF | 458.12K | 2.77% | - |
| DFA US Small Cap Value I | 324.79K | 1.97% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 234.36K | 1.42% | - |
| DFA US Small Cap I | 196.62K | 1.19% | - |
| DFA US Targeted Value I | 127.99K | 0.77% | - |
| DFA US Micro Cap I | 111.29K | 0.67% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 101.21K | 0.61% | 123.00 |
| Dimensional US Targeted Value ETF | 93.75K | 0.57% | - |
| Bridgeway Ultra-Small Company Market | 84.17K | 0.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2025 | STOPKO JEFFREY A | President & CEO ASRV & Bank | Buy | $7.26K |
| Feb 03, 2025 | STOPKO JEFFREY A | President & CEO ASRV & Bank | Buy | $7.86K |
| Nov 07, 2024 | STOPKO JEFFREY A | President & CEO ASRV & Bank | Buy | $8.55K |
| Aug 13, 2024 | STOPKO JEFFREY A | President & CEO ASRV & Bank | Buy | $4.58K |
| Aug 01, 2024 | STOPKO JEFFREY A | President & CEO ASRV & Bank | Buy | $117.50 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 4 | - |
ASRV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools