Cornerstone Planning Group’s AmeriServ Financial ASRV Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-8	Closed	-$32	–	282
2026 Q2	$32	Sell	8 -1,014	-99%	-$3.86K	﹤0.01%	1857
2026 Q1	$3.84K	Buy	1,022 +8	+0.8%	+$28	﹤0.01%	1154
2025 Q4	$3.35K	Buy	1,014 +9	+0.9%	+$28	﹤0.01%	1078
2025 Q3	$3.14K	Buy	1,005 +10	+1%	+$30	﹤0.01%	1066
2025 Q2	$2.87K	Buy	995 +12	+1%	+$31	﹤0.01%	860
2025 Q1	$2.33K	Buy	983 +10	+1%	+$26	﹤0.01%	948
2024 Q4	$2.64K	Buy	973 +10	+1%	+$28	﹤0.01%	720
2024 Q3	$2.68K	Hold	963	–	–	﹤0.01%	708
2024 Q2	$2.22K	Buy	+963	New	+$2.4K	﹤0.01%	736

Other funds holding ASRV

AmeriServ Wealth Advisors Johnstown, Pennsylvania $126M AUM 14.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Cornerstone Planning Group's ASRV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of AmeriServ Financial (ASRV) in Q3 2026, closing a stake of 8 shares — an estimated $32 sold.

Cornerstone Planning Group first reported a position in ASRV in Q2 2024 and held it in 9 quarters. The position peaked at $3.84K in Q1 2026. 3 funds tracked by Wall St. Rank hold ASRV as of Q3 2026.

Cornerstone Planning Group reported no remaining AmeriServ Financial position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 8 AmeriServ Financial shares in Q3 2026, an estimated $32.
Cornerstone Planning Group first reported a position in AmeriServ Financial in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's AmeriServ Financial position peaked at $3.84K in Q1 2026.
3 funds tracked by Wall St. Rank held AmeriServ Financial as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.