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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
Q3 		$908K Buy
43,849
+35,049
+398% +$826K 0.02% 374
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

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's AMRC Position: Q3 2026 in Review

Bailard increased its Ameresco (AMRC) stake by 398% in Q3 2026, buying an estimated $826K and bringing the position to 43,849 shares worth $908K. The position accounts for 0.02% of the portfolio, ranked #374.

Bailard first reported a position in AMRC in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

  • Bailard held 43,849 shares of Ameresco worth $908K as of Q3 2026.
  • Bailard bought 35,049 Ameresco shares in Q3 2026, an estimated $826K.
  • Ameresco made up 0.02% of Bailard's portfolio in Q3 2026, its #374 holding.
  • Bailard first reported a position in Ameresco in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.