IFP Advisors’s AmeriServ Financial ASRV Stock Holding History

IFP 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 Q3	$526	Hold	114	–	–	﹤0.01%	4673
2026 Q2	$442	Hold	114	–	–	﹤0.01%	4706
2026 Q1	$413	Hold	114	–	–	﹤0.01%	4464
2025 Q4	$364	Hold	114	–	–	﹤0.01%	4356
2025 Q3	$331	Hold	114	–	–	﹤0.01%	4279
2025 Q2	$347	Hold	114	–	–	﹤0.01%	4526
2025 Q1	$277	Hold	114	–	–	﹤0.01%	3588
2024 Q4	$306	Hold	114	–	–	﹤0.01%	3565
2024 Q3	$298	Hold	114	–	–	﹤0.01%	3185
2024 Q2	$258	Hold	114	–	–	﹤0.01%	3133
2024 Q1	$296	Hold	114	–	–	﹤0.01%	3013
2023 Q4	$369	Hold	114	–	–	﹤0.01%	2900
2023 Q3	$302	Hold	114	–	–	﹤0.01%	3153
2023 Q2	$290	Hold	114	–	–	﹤0.01%	3273
2023 Q1	$490	Buy	+114	New	+$440	﹤0.01%	3186

Other funds holding ASRV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Lesa Sroufe & Co Seattle, Washington $145M AUM 38.36% 1-Year Est. Return

Argyle Capital Management Center Valley, Pennsylvania $349M AUM 41.22% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return

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

IFP Advisors's ASRV Position: Q3 2026 in Review

IFP Advisors held its AmeriServ Financial (ASRV) position steady in Q3 2026 at 114 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #4673.

IFP Advisors first reported a position in ASRV in Q1 2023 and has held it in 15 quarters since. 11 funds tracked by Wall St. Rank hold ASRV as of Q3 2026.

IFP Advisors held 114 shares of AmeriServ Financial worth $526 as of Q3 2026.
IFP Advisors left its AmeriServ Financial share count unchanged in Q3 2026.
AmeriServ Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4673 holding.
IFP Advisors first reported a position in AmeriServ Financial in Q1 2023 and has held it in 15 quarters since.
11 funds tracked by Wall St. Rank held AmeriServ Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.