Beese Fulmer Investment Management’s AmeriServ Financial ASRV Stock Holding History

Beese Fulmer Investment Management’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
2025 Q2	–	Sell	-11,000	Closed	-$26.7K	–	286
2025 Q1	$26.7K	Hold	11,000	–	–	﹤0.01%	252
2024 Q4	$28.8K	Hold	11,000	–	–	﹤0.01%	228
2024 Q3	$28.7K	Hold	11,000	–	–	﹤0.01%	233
2024 Q2	$24.9K	Hold	11,000	–	–	﹤0.01%	223
2024 Q1	$28.6K	Hold	11,000	–	–	﹤0.01%	225
2023 Q4	$35.6K	Hold	11,000	–	–	﹤0.01%	225
2023 Q3	$29.1K	Hold	11,000	–	–	﹤0.01%	218
2023 Q2	$27.9K	Hold	11,000	–	–	﹤0.01%	220
2023 Q1	$33.5K	Hold	11,000	–	–	﹤0.01%	218
2022 Q4	$43.2K	Hold	11,000	–	–	0.01%	219
2022 Q3	$42K	Hold	11,000	–	–	0.01%	207
2022 Q2	$43K	Hold	11,000	–	–	0.01%	223
2022 Q1	$44K	Hold	11,000	–	–	﹤0.01%	232
2021 Q4	$42K	Hold	11,000	–	–	﹤0.01%	245
2021 Q3	$43K	Hold	11,000	–	–	﹤0.01%	238
2021 Q2	$43K	Hold	11,000	–	–	﹤0.01%	231
2021 Q1	$45K	Hold	11,000	–	–	0.01%	224
2020 Q4	$34K	Hold	11,000	–	–	﹤0.01%	210
2020 Q3	$31K	Hold	11,000	–	–	﹤0.01%	194
2020 Q2	$34K	Hold	11,000	–	–	0.01%	360
2020 Q1	$29K	Hold	11,000	–	–	0.01%	180
2019 Q4	$46K	Hold	11,000	–	–	0.01%	202
2019 Q3	$46K	Hold	11,000	–	–	0.01%	207
2019 Q2	$46K	Hold	11,000	–	–	0.01%	180
2019 Q1	$44K	Hold	11,000	–	–	0.01%	179
2018 Q4	$44K	Hold	11,000	–	–	0.01%	171
2018 Q3	$47K	Buy	+11,000	New	+$48.1K	0.01%	190

Other funds holding ASRV

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beese Fulmer Investment Management's ASRV Position: Q2 2025 in Review

Beese Fulmer Investment Management sold out of AmeriServ Financial (ASRV) in Q2 2025, closing a stake of 11,000 shares — an estimated $26.7K sold.

Beese Fulmer Investment Management first reported a position in ASRV in Q3 2018 and held it in 27 quarters. The position peaked at $47K in Q3 2018. 38 funds tracked by Wall St. Rank hold ASRV as of Q2 2025.

Beese Fulmer Investment Management reported no remaining AmeriServ Financial position as of Q2 2025 after selling out during the quarter.
Beese Fulmer Investment Management sold 11,000 AmeriServ Financial shares in Q2 2025, an estimated $26.7K.
Beese Fulmer Investment Management first reported a position in AmeriServ Financial in Q3 2018 and held it in 27 quarters.
Beese Fulmer Investment Management's AmeriServ Financial position peaked at $47K in Q3 2018.
38 funds tracked by Wall St. Rank held AmeriServ Financial as of Q2 2025.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.