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Action Point Financial Planning’s Ameresco AMRC Stock Holding History

Action Point Financial Planning’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
Q2 		$1.38K Buy
+50
New +$1.45K ﹤0.01% 2386

Other funds holding AMRC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Action Point Financial Planning's AMRC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Ameresco (AMRC) in Q2 2026: 50 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #2386 among its holdings.

184 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Action Point Financial Planning held 50 shares of Ameresco worth $1.38K as of Q2 2026.
  • Ameresco was a new Action Point Financial Planning position in Q2 2026.
  • Ameresco made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2386 holding.
  • 184 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.