Simplex Trading’s AmeriServ Financial ASRV Stock Holding History

Simplex Trading’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	-861	Closed	-$2.22K	–	8576
2025 Q1	$2K	Buy	+861	New	+$2.24K	﹤0.01%	7923
2021 Q4	–	Sell	-1,377	Closed	-$5.33K	–	10426
2021 Q3	$5K	Hold	1,377	–	–	﹤0.01%	9256
2021 Q2	$5K	Buy	1,377 +135	+11%	+$552	﹤0.01%	9440
2021 Q1	$5K	Buy	+1,242	New	+$4.66K	﹤0.01%	8183

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

Simplex Trading's ASRV Position: Q2 2025 in Review

Simplex Trading sold out of AmeriServ Financial (ASRV) in Q2 2025, closing a stake of 861 shares — an estimated $2.22K sold.

Simplex Trading first reported a position in ASRV in Q1 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2021. 38 funds tracked by Wall St. Rank hold ASRV as of Q2 2025.

Simplex Trading reported no remaining AmeriServ Financial position as of Q2 2025 after selling out during the quarter.
Simplex Trading sold 861 AmeriServ Financial shares in Q2 2025, an estimated $2.22K.
Simplex Trading first reported a position in AmeriServ Financial in Q1 2021 and held it in 4 quarters.
Simplex Trading's AmeriServ Financial position peaked at $5K in Q3 2021.
38 funds tracked by Wall St. Rank held AmeriServ Financial as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.