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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
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 		$3.15K 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 		$2.21K Buy
+963
New +$2.4K ﹤0.01% 736

Other funds holding ASRV

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AWA
AmeriServ Wealth Advisors Johnstown, Pennsylvania $150M AUM 18.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Planning Group's ASRV Position: Q2 2026 in Review

Cornerstone Planning Group reduced its AmeriServ Financial (ASRV) stake by 99% in Q2 2026, selling an estimated $3.86K and leaving 8 shares worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Cornerstone Planning Group first reported a position in ASRV in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.84K in Q1 2026. 34 funds tracked by Wall St. Rank hold ASRV as of Q2 2026.

  • Cornerstone Planning Group held 8 shares of AmeriServ Financial worth $32 as of Q2 2026.
  • Cornerstone Planning Group sold 1,014 AmeriServ Financial shares in Q2 2026, an estimated $3.86K.
  • AmeriServ Financial made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1857 holding.
  • Cornerstone Planning Group first reported a position in AmeriServ Financial in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's AmeriServ Financial position peaked at $3.84K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held AmeriServ Financial as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.