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AmeriServ Financial shares owned by Modern Wealth Management

Quarter-by-quarter ownership of AmeriServ Financial (ASRV) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in AmeriServ Financial

Tip: Access up to 7 years of quarterly data

All positions including AmeriServ Financial held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in AmeriServ Financial by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $38k 13k 2.90
2025-06-30 $40k 13k 3.04
2025-03-31 $31k 13k 2.43
2024-12-31 $42k 16k 2.68

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Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding AmeriServ Financial

Jeffrey L. Gendell
Dimensional Fund Advisors
West Chester Capital Advisors
Vanguard Group
Renaissance Technologies
Oppenheimer & Close
Ewa
Bridgeway Capital Management
BlackRock
Geode Capital Management
Empowered Funds
Lesa Sroufe & Co
Angel Oak Capital Advisors
Argyle Capital Management
John G.Ullman & Associates

View all funds holding AmeriServ Financial