Superior Planning, LLC’s Ameresco AMRC Stock Holding History

Superior Planning, LLC’s Portfolio AMRC Stock Details AMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$290	Buy	+14	New	+$330	﹤0.01%	1986

Other funds holding AMRC

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.6B AUM 38.62% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's AMRC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Ameresco (AMRC) in Q3 2026: 14 shares worth $290. The stake represents ﹤0.01% of the portfolio and ranks #1986 among its holdings.

104 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

Superior Planning, LLC held 14 shares of Ameresco worth $290 as of Q3 2026.
Ameresco was a new Superior Planning, LLC position in Q3 2026.
Ameresco made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1986 holding.
104 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.