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Latest WEST CHESTER CAPITAL ADVISORS, INC Stock Portfolio

$125Million | No. of Holdings #50

WEST CHESTER CAPITAL ADVISORS, INC Performance

2026 Q3+0.96%
YTD+6.54%
2025+10.06%

About WEST CHESTER CAPITAL ADVISORS, INC and 13F Hedge Fund Stock Holdings

AmeriServ Wealth Advisors is a hedge fund based in Johnstown, PA. On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, AmeriServ Wealth Advisors reported an equity portfolio of $125.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of AmeriServ Wealth Advisors are VB, AAXJ, IJR. The fund has invested 60.8% of it's portfolio in VANGUARD INDEX FDS and 4.9% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (AAXJ), SELECT SECTOR SPDR TR (XLB) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), JPMORGAN CHASE & CO (JPM) and ALPHABET INC (GOOG). AmeriServ Wealth Advisors opened new stock positions in EXXONMOBIL HOLDINGS CORP and PALANTIR TECHNOLOGIES INC (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to AMERISERV FINL INC (ASRV).
WEST CHESTER CAPITAL ADVISORS, INC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$125Million
  as of Oct 21, 2026

WEST CHESTER CAPITAL ADVISORS, INC Annual Return Estimates Vs S&P 500

Our best estimate is that AmeriServ Wealth Advisors made a return of 0.96% in the last quarter. In trailing 12 months, it's portfolio return was 8.74%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp287,742
palantir technologies inc231,942
New stocks bought by WEST CHESTER CAPITAL ADVISORS, INC

Additions

Ticker% Inc.
ameriserv finl inc0.03
Additions to existing portfolio by WEST CHESTER CAPITAL ADVISORS, INC

Reductions

Ticker% Reduced
vanguard scottsdale fds-46.77
jpmorgan chase & co-46.15
alphabet inc-41.81
ishares tr-36.53
ishares tr-35.95
ishares tr-35.06
ishares tr-33.65
ishares tr-33.38
WEST CHESTER CAPITAL ADVISORS, INC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-646,316
select sector spdr tr-288,956
duke energy corp new-238,096
exxon mobil corp-241,720
constellation energy corp-217,819
mcdonalds corp-230,574
WEST CHESTER CAPITAL ADVISORS, INC got rid off the above stocks

Sector Distribution

AmeriServ Wealth Advisors has about 84.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Defensive
Sector%
Others84.9
Technology5.4
Financial Services4.5
Healthcare2.5
Consumer Defensive1.2

Market Cap. Distribution

AmeriServ Wealth Advisors has about 11.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MICRO-CAP
  • LARGE-CAP
Category%
UNALLOCATED84.9
MEGA-CAP10.3
MICRO-CAP3.3
LARGE-CAP1.4

Stocks belong to which Index?

About 11.4% of the stocks held by AmeriServ Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.6
S&P 50011.4
Top 5 Winners (%)%
MSFT
microsoft corp
36.0 %
ASRV
ameriserv finl inc
18.8 %
AAPL
apple inc
15.0 %
XLB
select sector spdr tr
13.7 %
NVDA
nvidia corporation
13.3 %
Top 5 Winners ($)$
VB
vanguard index fds
1.6 M
ASRV
ameriserv finl inc
0.6 M
AAPL
apple inc
0.4 M
NVDA
nvidia corporation
0.3 M
MSFT
microsoft corp
0.3 M
Top 5 Losers (%)%
nuveen quality muncp income
-16.5 %
nuveen mun high income oppor
-15.2 %
blackrock muniyild qult fd i
-14.4 %
INTC
intel corp
-12.3 %
EXC
exelon corp
-12.1 %
Top 5 Losers ($)$
IJR
ishares tr
-0.5 M
AAXJ
ishares tr
-0.3 M
BNDW
vanguard scottsdale fds
-0.1 M
INTC
intel corp
-0.1 M
LLY
eli lilly & co
-0.1 M

WEST CHESTER CAPITAL ADVISORS, INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WEST CHESTER CAPITAL ADVISORS, INC

AmeriServ Wealth Advisors has 50 stocks in it's portfolio. About 84.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VB was the most profitable stock for AmeriServ Wealth Advisors last quarter.

$125.93MTotal Value
56.00Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of WEST CHESTER CAPITAL ADVISORS, INC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
4.91%54,525
$6.19M
4.91%
decreased 33.65 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
1.61%39,613
$2.03M
1.61%
decreased 35.06 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.41%10,118
$509.4K
0.41%
decreased 36.53 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
WEST CHESTER CAPITAL ADVISORS, INC's holding in Ishares Tr over time
0.17%3,262
$210.4K
0.17%
decreased 4.09 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WEST CHESTER CAPITAL ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
2.09%45,764
$2.63M
2.09%
decreased 29.79 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WEST CHESTER CAPITAL ADVISORS, INC's holding in Vanguard Scottsdale Fds over time
0.77%19,432
$974.3K
0.77%
decreased 46.77 percentreduced
DBEH
Im Global Partner Funds

Im Global Partner Funds

DBEH
WEST CHESTER CAPITAL ADVISORS, INC's holding in Im Global Partner Funds over time
0.59%22,877
$744.2K
0.59%
decreased 11.49 percentreduced
GLD
Spdr Gold Tr

Spdr Gold Tr

GLD
WEST CHESTER CAPITAL ADVISORS, INC's holding in Spdr Gold Tr over time
0.52%1,717
$653.9K
0.52%
decreased 11.99 percentreduced