Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AmeriServ Financial ASRV Stock Holding History

Carson Wealth (CWM LLC)’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 		$363 Buy
100
+1
+1% +$4 ﹤0.01% 5484
2025
Q4 		$0 Hold
99
– – ﹤0.01% 5365
2025
Q3 		$0 Buy
99
+1
+1% +$3 ﹤0.01% 5255
2025
Q2 		$0 Buy
98
+2
+2% +$5 ﹤0.01% 5110
2025
Q1 		$0 Buy
96
+1
+1% +$3 ﹤0.01% 5044
2024
Q4 		$0 Buy
95
+1
+1% +$3 ﹤0.01% 4897
2024
Q3 		$0 Buy
94
+1
+1% +$3 ﹤0.01% 4811
2024
Q2 		$0 Buy
93
+1
+1% +$2 ﹤0.01% 4574
2024
Q1 		$0 Buy
92
+1
+1% +$3 ﹤0.01% 4299
2023
Q4 		$0 Buy
91
+1
+1% +$3 ﹤0.01% 4117
2023
Q3 		$0 Hold
90
– – ﹤0.01% 4168
2023
Q2 		$0 Buy
90
+1
+1% +$3 ﹤0.01% 4163
2023
Q1 		$0 Buy
89
+1
+1% +$4 ﹤0.01% 4033
2022
Q4 		$0 Buy
88
+1
+1% +$4 ﹤0.01% 3959
2022
Q3 		$0 Hold
87
– – ﹤0.01% 3893
2022
Q2 		$0 Buy
87
+1
+1% +$4 ﹤0.01% 3766
2022
Q1 		$0 Hold
86
– – ﹤0.01% 3513
2021
Q4 		$0 Buy
+86
New +$333 ﹤0.01% 3484
2021
Q2 		$0 Hold
84
– – ﹤0.01% 2929
2021
Q1 		$0 Hold
84
– – ﹤0.01% 2929
2020
Q4 		$0 Hold
84
– – ﹤0.01% 2929
2020
Q3 		$0 Hold
84
– – ﹤0.01% 2929
2020
Q2 		$0 Hold
84
– – ﹤0.01% 2929
2020
Q1 		$0 Hold
84
– – ﹤0.01% 2929
2019
Q4 		$0 Hold
84
– – ﹤0.01% 2928
2019
Q3 		$0 Hold
84
– – ﹤0.01% 2928
2019
Q2 		$0 Hold
84
– – ﹤0.01% 2928
2019
Q1 		$0 Buy
84
+5
+6% +$21 ﹤0.01% 2939
2018
Q4 		$0 Hold
79
– – ﹤0.01% 2086
2018
Q3 		$0 Buy
79
+1
+1% +$4 ﹤0.01% 1836
2018
Q2 		$0 Hold
78
– – ﹤0.01% 1686
2018
Q1 		$0 Hold
78
– – ﹤0.01% 1403
2017
Q4 		$0 Hold
78
– – ﹤0.01% 1450
2017
Q3 		$0 Hold
78
– – ﹤0.01% 1465
2017
Q2 		$0 Hold
78
– – ﹤0.01% 1196
2017
Q1 		$0 Buy
+78
New +$297 ﹤0.01% 1168

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 $157M AUM 11.9% 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 $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ASRV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AmeriServ Financial (ASRV) stake by 1% in Q1 2026, buying an estimated $4 and bringing the position to 100 shares worth $363. The position accounts for ﹤0.01% of the portfolio, ranked #5484.

Carson Wealth (CWM LLC) first reported a position in ASRV in Q1 2017 and has held it in 36 quarters since. 35 funds tracked by Wall St. Rank hold ASRV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 100 shares of AmeriServ Financial worth $363 as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 AmeriServ Financial share in Q1 2026, an estimated $4.
  • AmeriServ Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5484 holding.
  • Carson Wealth (CWM LLC) first reported a position in AmeriServ Financial in Q1 2017 and has held it in 36 quarters since.
  • 35 funds tracked by Wall St. Rank held AmeriServ Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.