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AmeriServ Wealth Advisors → ASRV

AmeriServ Wealth Advisors ASRV Position History

AmeriServ Financial, Inc.

Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.6M
Q4 2025$2.8M
Q1 2026$3.2M
Q2 2026$3.5M
Q3 2026$4.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.1M889.8K——
Q2 2026$3.5M889.5K——
Q1 2026$3.2M889.1K——
Q4 2025$2.8M888.7K——
Q3 2025$2.6M890.8K——

Other funds holding ASRV

Other AmeriServ Wealth Advisors positions

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$83.2M
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VANGUARD INDEX FDS

$79.9M
VGES

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$79M
VGES

VANGUARD INDEX FDS

$75.3M
VGES

VANGUARD INDEX FDS

$73.9M
ETHA

ISHARES TR

$23M
ETHA

ISHARES TR

$21.6M
ETHA

ISHARES TR

$15.9M