B
AMRC icon

Bailard’s Ameresco AMRC Stock Holding History

Bailard’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 		$243K Buy
8,800
+100
+1% +$2.89K ﹤0.01% 700
2026
Q1 		$222K Buy
8,700
+1,500
+21% +$44.9K 0.01% 688
2025
Q4 		$211K Buy
+7,200
New +$253K ﹤0.01% 703

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

Bailard's AMRC Position: Q2 2026 in Review

Bailard increased its Ameresco (AMRC) stake by 1.1% in Q2 2026, buying an estimated $2.89K and bringing the position to 8,800 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Bailard first reported a position in AMRC in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Bailard held 8,800 shares of Ameresco worth $243K as of Q2 2026.
  • Bailard bought 100 Ameresco shares in Q2 2026, an estimated $2.89K.
  • Ameresco made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #700 holding.
  • Bailard first reported a position in Ameresco in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.