Ameriserv Financial Inc: which funds bought and sold

Institutions that bought and sold Ameriserv Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 12 institutions that filed 13F reports for both quarters added to or opened positions in Ameriserv Financial, and 7 cut or closed them. Together they added a net 3,255 shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 25K shares (−3.1%); index fund managers were net buyers of 25K shares (+2.3%). 3 opened a new position and 3 sold out entirely.

Bought, Q2 2026 12 institutions, 3 of them new holders Sold, Q2 2026 7 institutions, 3 of them sold out

Net change, all compared +3,255 shares (+0.1%)

Net change, active managers −25K shares (−3.1%), 1 bought, 1 sold

Buyers versus sellers

institutions compared, 36

12 bought 17 7 sold

Active managers and hedge funds 1 bought · 1 sold · −25K

Index fund managers 4 bought · 1 sold · +25K

Other institutions 7 bought · 5 sold · +3,301

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Vanguard Fiduciary Trust Co Index funds	+14K +16.5%	97K	$375,991
Oppenheimer & Close, LLC	+12K +3.4%	364K	$1.4M
Blackrock, Inc. Index funds	+11K +7.8%	151K	$586,896
Citadel Advisors LLC Hedge fund	+3,517 +15.7%	26K	$100,395
Vanguard Capital Management LLC Index funds	+2,186 +0.3%	661K	$2.6M
Ewa, LLC	+1,875 +0.8%	247K	$960,250
Dimensional Fund Advisors LP	+1,697 +0.1%	1.2M	$4.5M
Royal Bank Of Canada	+400 New position	400	$2,000
Ameriserv Wealth Advisors	+374 0.0%	889K	$3.5M
Northern Trust Corp Index funds	+254 +0.9%	29K	$113,897
Barclays PLC	+38 New position	38	$147
Caitong International Asset Management Co., Ltd	+2 New position	2	$8

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+3,517 +15.7%	26K	$100,395

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−29K −5.1%	536K	$2.1M
Xtx Topco Ltd	−11K Sold out	0	—
Geode Capital Management, LLC Index funds	−2,054 −1.4%	142K	$552,456
Tower Research Capital LLC (TRC)	−1,047 −64.0%	588	$2,281
Cornerstone Planning Group LLC	−1,014 −99.2%	8	$32
Russell Investments Group, Ltd.	−50 Sold out	0	—
Wells Fargo & Company	−1 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Royal Bank Of Canada	400	$2,000
Barclays PLC	38	$147
Caitong International Asset Management Co., Ltd	2	$8

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Xtx Topco Ltd	11K	$39,139
Russell Investments Group, Ltd.	50	$181
Wells Fargo & Company	1	$3

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 33
Ten largest holders: 90.5%
Index fund managers: 16.6%
Active managers and hedge funds: 12.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	1	1	0	0	−25K	−3.1%
Index fund managers	4	1	0	0	+25K	+2.3%
Other institutions	7	5	3	3	+3,301	+0.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Ameriserv Financial.

Only managers that filed a holdings report for both quarters are compared (36 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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