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Allworth Financial’s Ameresco AMRC Stock Holding History

Allworth Financial’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 		– Sell
-125
Closed -$3.19K – 5161
2026
Q1 		$3.19K Buy
+125
New +$3.75K ﹤0.01% 4182
2025
Q4 		– Sell
-146
Closed -$4.9K – 5019
2025
Q3 		$4.9K Buy
+146
New +$3.34K ﹤0.01% 3563
2025
Q1 		– Sell
-7
Closed -$162 – 4059
2024
Q4 		$162 Hold
7
– – ﹤0.01% 3816
2024
Q3 		$266 Buy
+7
New +$216 ﹤0.01% 3548
2023
Q4 		– Sell
-8
Closed -$309 – 3463
2023
Q3 		$309 Buy
+8
New +$387 ﹤0.01% 3160
2022
Q3 		– Sell
-3
Closed – – 2634
2022
Q2 		$0 Sell
3
-242
-99% -$13.5K ﹤0.01% 2363
2022
Q1 		$19K Buy
+245
New +$15.5K ﹤0.01% 1272

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

Allworth Financial's AMRC Position: Q2 2026 in Review

Allworth Financial sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 125 shares — an estimated $3.19K sold.

Allworth Financial first reported a position in AMRC in Q1 2022 and held it in 7 quarters. The position peaked at $19K in Q1 2022. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Allworth Financial reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 125 Ameresco shares in Q2 2026, an estimated $3.19K.
  • Allworth Financial first reported a position in Ameresco in Q1 2022 and held it in 7 quarters.
  • Allworth Financial's Ameresco position peaked at $19K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.