ASRVNasdaqNational Commercial BanksFiscal year ends December 31
AMERISERV FINANCIAL INC /PA/
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$4.38−0.16 (-3.52%)
Close on Oct 19, 2026
- Market cap
- $74.31M
- P/E (TTM)
- 8.6
- Dividend yield
- 2.74%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
39.2%
7M of 17M shares
Institutional holders
34
3 new, 3 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net sold $27.46K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| SB Value Partners, L.P. | 1,645,051 | 9.70% | 13D (active) amendment | Jan 6, 2026 |
| Tontine Financial Partners, L.P. | 1,572,987 | 9.52% | 13G (passive) amendment | Sep 30, 2024 |
| Dimensional Fund Advisors LP | 1,169,279 | 6.80% | 13G (passive) amendment | Dec 29, 2023 |
| Baird Brent D | 1,120,984 | 6.80% | 13D (active) amendment | Jan 23, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ASRV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Gendell Jeffrey L | 1,635,677 | 9.63% | $6.35M | – | 0.06% |
| Dimensional Fund Advisors LP | 1,155,397 | 6.80% | $4.48M | +1,697 | 0.00% |
| West Chester Capital Advisors, Inc | 889,464 | 5.24% | $3.45M | +374 | 2.30% |
| Vanguard Capital Management LLC | 660,581 | 3.89% | $2.56M | +2,186 | 0.00% |
| Renaissance Technologies LLC | 535,774 | 3.16% | $2.08M | −28,700 | 0.00% |
| Oppenheimer & Close, LLC | 364,422 | 2.15% | $1.41M | +11,839 | 0.89% |
| Ewa, LLC | 247,487 | 1.46% | $960.25K | +1,875 | 0.18% |
| Bridgeway Capital Management, LLC | 206,629 | 1.22% | $801.72K | – | 0.01% |
| BlackRock, Inc. | 151,262 | 0.89% | $586.90K | +11,007 | 0.00% |
| Geode Capital Management, LLC | 142,339 | 0.84% | $552.46K | −2,054 | 0.00% |
| Empowered Funds, LLC | 103,258 | 0.61% | $400.64K | – | 0.00% |
| Lesa Sroufe & Co | 100,000 | 0.59% | $388 | – | 0.28% |
| Vanguard Fiduciary Trust Co | 96,905 | 0.57% | $375.99K | +13,744 | 0.00% |
| Argyle Capital Management Inc. | 94,865 | 0.56% | $368.08K | – | 0.11% |
| Minerva Advisors LLC | 58,200 | 0.34% | $225.82K | – | 0.14% |
| John G Ullman & Associates Inc | 44,585 | 0.26% | $172.99K | −1,400 | 0.02% |
| Abacus Planning Group, Inc. | 42,513 | 0.25% | $164.95K | – | 0.02% |
| Northern Trust Corp | 29,355 | 0.17% | $113.90K | +254 | 0.00% |
| Citadel Advisors LLC | 25,875 | 0.15% | $100.40K | +3,517 | 0.00% |
| Acadian Asset Management LLC | 22,760 | 0.13% | $87 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 34 | 7M | 39.2% | 3 / 9 | 5 / 3 | 0M | 0M |
| Q1 2026 | 35 | 7M | 39.2% | 6 / 7 | 3 / 3 | 1M | 0M |
| Q4 2025 | 33 | 7M | 39.3% | 1 / 4 | 14 / 5 | 0M | 0M |
| Q3 2025 | 37 | 7M | 40.4% | 3 / 12 | 9 / 4 | 0M | 0M |
| Q2 2025 | 38 | 7M | 40.4% | 5 / 13 | 5 / 4 | 0M | 0M |
| Q1 2025 | 37 | 7M | 39.3% | 3 / 9 | 9 / 1 | 0M | 0M |
| Q4 2024 | 35 | 7M | 38.5% | 6 / 8 | 8 / 0 | 1M | 0M |
| Q3 2024 | 30 | 6M | 34.0% | 2 / 10 | 6 / 3 | 1M | 0M |
| Q2 2024 | 33 | 5M | 31.4% | 4 / 7 | 11 / 2 | 0M | 0M |
| Q1 2024 | 31 | 5M | 32.0% | 3 / 8 | 5 / 4 | 0M | 0M |
| Q4 2023 | 32 | 5M | 32.3% | 3 / 11 | 4 / 1 | 0M | 0M |
| Q3 2023 | 31 | 6M | 34.9% | 4 / 6 | 8 / 6 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ASRV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 448,326 | 2.64% | $1.74M | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 324,794 | 1.91% | $1.48M | 0.01% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 196,617 | 1.16% | $898.54K | 0.00% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 160,387 | 0.94% | $622.30K | 0.00% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 127,994 | 0.75% | $584.93K | 0.00% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 111,291 | 0.66% | $508.60K | 0.01% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 103,258 | 0.61% | $400.64K | 0.02% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 93,747 | 0.55% | $428.42K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 83,493 | 0.49% | $317.27K | 0.00% | May 31, 2026 |
| Omni Small-Cap Value Fund | 77,900 | 0.46% | $302.25K | 0.02% | Jun 30, 2026 |
| Auer Growth | 50,000 | 0.29% | $190.00K | 0.24% | May 31, 2026 |
| Vanguard Balanced Index Fund | 49,068 | 0.29% | $190.38K | 0.00% | Jun 30, 2026 |
| iShares Micro-Cap ETF | 44,526 | 0.26% | $172.76K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 40,106 | 0.24% | $183.28K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Marketwide Value ETF | 30,968 | 0.18% | $141.52K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey A. Stopko | President & CEO ASRV & Bank | 171,379 | 1.01% | Sep 14, 2026 |
| David A. Finui | EVP - ASRV Wealth & Cap. Mgmt. | 8,752 | 0.05% | Sep 8, 2026 |
| Jessica Lynn Johnson | SVP-Chief Accounting Officer | 85 | 0.00% | Aug 20, 2026 |
| Michael D. Lynch | EVP & CFO | 23,892 | 0.14% | Feb 2, 2026 |
| Kim W. Kunkle | Director | 256,991 | 1.51% | Aug 24, 2026 |
| Daniel A. Onorato | Director | 65,714 | 0.39% | Aug 24, 2026 |
| Richard W. Bloomingdale | Director | 39,585 | 0.23% | Aug 24, 2026 |
| David J. Hickton | Director | 33,805 | 0.20% | Aug 24, 2026 |
| Mark E. Pasquerilla | Director | 523,359 | 3.08% | Jun 3, 2026 |
| J. Michael Adams Jr | Director | 180,004 | 1.06% | Jun 3, 2026 |
| Amy Bradley | Director | 41,663 | 0.25% | Jun 3, 2026 |
| Malley Margaret A. O | Director | 369,652 | 2.18% | Nov 27, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey A. Stopko President & CEO ASRV & Bank | Sep 11, 2026 | Buy | +2,000 | $4.94 | $9.88K | 171,379 |
| David A. Finui EVP - ASRV Wealth & Cap. Mgmt. | Sep 4, 2026 | Option exercise | +6,502 | $3.32 | $21.59K | 8,752 |
| David A. Finui EVP - ASRV Wealth & Cap. Mgmt. | Sep 4, 2026 | Sale | −6,502 | $4.77 | $31.01K | 2,250 |
| David A. Finui EVP - ASRV Wealth & Cap. Mgmt. | Aug 31, 2026 | Option exercise | +3,498 | $3.32 | $11.61K | 5,748 |
| David A. Finui EVP - ASRV Wealth & Cap. Mgmt. | Aug 31, 2026 | Sale | −3,498 | $5.11 | $17.87K | 2,250 |
| David A. Finui EVP - ASRV Wealth & Cap. Mgmt. | Aug 17, 2026 | Award | +7 | $5.10 | $36 | 2,250 |
| David J. Hickton Director | Aug 17, 2026 | Award | +195 | $5.10 | $994 | 33,805 |
| Richard W. Bloomingdale Director | Aug 17, 2026 | Award | +215 | $5.10 | $1.10K | 39,585 |
| Daniel A. Onorato Director | Aug 17, 2026 | Award | +379 | $5.10 | $1.93K | 65,714 |
| Kim W. Kunkle Director | Aug 17, 2026 | Award | +54 | $5.10 | $275 | 189,601 |
| Kim W. Kunkle Director | Aug 17, 2026 | Award | +757 | $5.10 | $3.86K | 189,310 |
| Kim W. Kunkle Director | Aug 17, 2026 | Award | +237 | $5.10 | $1.21K | 189,547 |
| Kim W. Kunkle Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 188,553 |
| Amy Bradley Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 41,663 |
| J. Michael Adams Jr Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 156,049 |
| Richard W. Bloomingdale Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 39,370 |
| Mark E. Pasquerilla Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 110,709 |
| David J. Hickton Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 33,610 |
| Daniel A. Onorato Director | Jun 2, 2026 | Award | +7,250 | $3.79 | $27.48K | 65,334 |
| David A. Finui Pres. ASRV Wealth & Cap. Mgmt. | May 18, 2026 | Award | +9 | $3.92 | $35 | 2,243 |
| Richard W. Bloomingdale Director | May 18, 2026 | Award | +222 | $3.92 | $870 | 32,120 |
| Kim W. Kunkle Director | May 18, 2026 | Award | +69 | $3.92 | $270 | 181,302 |
| Kim W. Kunkle Director | May 18, 2026 | Award | +921 | $3.92 | $3.61K | 180,928 |
| Kim W. Kunkle Director | May 18, 2026 | Award | +305 | $3.92 | $1.20K | 181,233 |
| David J. Hickton Director | May 18, 2026 | Award | +196 | $3.92 | $768 | 26,359 |
| Daniel A. Onorato Director | May 18, 2026 | Award | +434 | $3.92 | $1.70K | 58,084 |
| Jeffrey A. Stopko President & CEO ASRV & Bank | May 5, 2026 | Buy | +3,000 | $3.85 | $11.55K | 169,379 |
| Richard W. Bloomingdale Director | Feb 17, 2026 | Award | +226 | $3.84 | $868 | 31,898 |
| Daniel A. Onorato Director | Feb 17, 2026 | Award | +440 | $3.84 | $1.69K | 57,650 |
| David A. Finui Pres. ASRV Wealth & Cap. Mgmt. | Feb 17, 2026 | Award | +9 | $3.84 | $35 | 2,234 |
| David J. Hickton Director | Feb 17, 2026 | Award | +199 | $3.84 | $764 | 26,163 |
| Kim W. Kunkle Director | Feb 17, 2026 | Award | +934 | $3.84 | $3.59K | 179,627 |
| Kim W. Kunkle Director | Feb 17, 2026 | Award | +310 | $3.84 | $1.19K | 179,937 |
| Kim W. Kunkle Director | Feb 17, 2026 | Award | +70 | $3.84 | $269 | 180,007 |
| Michael D. Lynch EVP & CFO | Jan 23, 2026 | Option exercise | +3,000 | $2.96 | $8.88K | 23,892 |
| Jeffrey A. Stopko President & CEO ASRV & Bank | Dec 31, 2025 | Award | +4,379 | $3.19 | $13.97K | 166,379 |
| David A. Finui Pres. ASRV Wealth & Cap. Mgmt. | Nov 17, 2025 | Award | +10 | $3.28 | $33 | 2,225 |
| Daniel A. Onorato Director | Nov 17, 2025 | Award | +509 | $3.28 | $1.67K | 57,210 |
| Richard W. Bloomingdale Director | Nov 17, 2025 | Award | +261 | $3.28 | $856 | 31,672 |
| David J. Hickton Director | Nov 17, 2025 | Award | +230 | $3.28 | $754 | 25,964 |
| Kim W. Kunkle Director | Nov 17, 2025 | Award | +81 | $3.28 | $266 | 178,692 |
| Kim W. Kunkle Director | Nov 17, 2025 | Award | +1,080 | $3.28 | $3.54K | 178,253 |
| Kim W. Kunkle Director | Nov 17, 2025 | Award | +358 | $3.28 | $1.17K | 178,611 |
| Michael D. Lynch EVP & CFO | Oct 27, 2025 | Option exercise | +3,000 | $2.96 | $8.88K | 20,892 |
| Jeffrey A. Stopko President & CEO ASRV & Bank | Sep 12, 2025 | Buy | +678 | $2.89 | $1.96K | 162,000 |
| Jeffrey A. Stopko President & CEO ASRV & Bank | Sep 11, 2025 | Buy | +1,322 | $2.85 | $3.77K | 161,322 |
| Jeffrey A. Stopko President & CEO ASRV & Bank | Aug 28, 2025 | Buy | +3,000 | $3.04 | $9.12K | 160,000 |
| Daniel A. Onorato Director | Aug 18, 2025 | Award | +549 | $3.01 | $1.65K | 56,701 |
| Kim W. Kunkle Director | Aug 18, 2025 | Award | +1,164 | $3.01 | $3.50K | 176,699 |
| Kim W. Kunkle Director | Aug 18, 2025 | Award | +386 | $3.01 | $1.16K | 177,085 |
| Kim W. Kunkle Director | Aug 18, 2025 | Award | +88 | $3.01 | $265 | 177,173 |
| David A. Finui Pres. ASRV Wealth & Cap. Mgmt. | Aug 18, 2025 | Award | +11 | $3.01 | $33 | 2,214 |
| David J. Hickton Director | Aug 18, 2025 | Award | +248 | $3.01 | $746 | 25,734 |
| Richard W. Bloomingdale Director | Aug 18, 2025 | Award | +281 | $3.01 | $846 | 31,411 |
| Michael D. Lynch EVP/CFO | Jul 29, 2025 | Buy | +2,000 | $2.87 | $5.74K | 17,832 |
| Michael D. Lynch EVP/CFO | Jul 28, 2025 | Buy | +1,500 | $2.83 | $4.25K | 15,832 |
| Richard W. Bloomingdale Director | Jun 6, 2025 | Award | +9,713 | $2.83 | $27.49K | 31,129 |
| David J. Hickton Director | Jun 6, 2025 | Award | +9,713 | $2.83 | $27.49K | 25,486 |
| Daniel A. Onorato Director | Jun 6, 2025 | Award | +9,713 | $2.83 | $27.49K | 56,152 |
| J. Michael Adams Jr Director | Jun 6, 2025 | Award | +9,713 | $2.83 | $27.49K | 148,799 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.