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Angel Oak Capital Advisors’s AmeriServ Financial ASRV Stock Holding History

Angel Oak Capital Advisors’s Portfolio ASRV Stock Details ASRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-26,300
Closed -$83.9K – 35
2025
Q4 		$83.9K Sell
26,300
-73,700
-74% -$227K 0.12% 35
2025
Q3 		$290K Hold
100,000
– – 0.23% 29
2025
Q2 		$304K Hold
100,000
– – 0.43% 30
2025
Q1 		$243K Buy
100,000
+46,063
+85% +$120K 0.32% 31
2024
Q4 		$145K Buy
+53,937
New +$150K 0.19% 28

Other funds holding ASRV

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Angel Oak Capital Advisors's ASRV Position: Q1 2026 in Review

Angel Oak Capital Advisors sold out of AmeriServ Financial (ASRV) in Q1 2026, closing a stake of 26,300 shares — an estimated $83.9K sold.

Angel Oak Capital Advisors first reported a position in ASRV in Q4 2024 and held it in 5 quarters. The position peaked at $304K in Q2 2025. 35 funds tracked by Wall St. Rank hold ASRV as of Q1 2026.

  • Angel Oak Capital Advisors reported no remaining AmeriServ Financial position as of Q1 2026 after selling out during the quarter.
  • Angel Oak Capital Advisors sold 26,300 AmeriServ Financial shares in Q1 2026, an estimated $83.9K.
  • Angel Oak Capital Advisors first reported a position in AmeriServ Financial in Q4 2024 and held it in 5 quarters.
  • Angel Oak Capital Advisors's AmeriServ Financial position peaked at $304K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held AmeriServ Financial as of Q1 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.