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Cetera Trust Company’s Ameresco AMRC Stock Holding History

Cetera Trust Company’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 		$272K Buy
9,840
+525
+6% +$15.2K 0.14% 139
2026
Q1 		$238K Hold
9,315
– – 0.13% 144
2025
Q4 		$273K Buy
9,315
+100
+1% +$3.51K 0.15% 130
2025
Q3 		$309K Hold
9,215
– – 0.17% 112
2025
Q2 		$140K Buy
9,215
+2,415
+36% +$31.6K 0.08% 186
2025
Q1 		$82.1K Hold
6,800
– – 0.05% 206
2024
Q4 		$160K Buy
6,800
+440
+7% +$12.7K 0.1% 178
2024
Q3 		$241K Hold
6,360
– – 0.15% 144
2024
Q2 		$183K Buy
6,360
+875
+16% +$24.1K 0.12% 170
2024
Q1 		$132K Buy
5,485
+2,125
+63% +$47.6K 0.08% 190
2023
Q4 		$106K Buy
+3,360
New +$101K 0.07% 194

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

Cetera Trust Company's AMRC Position: Q2 2026 in Review

Cetera Trust Company increased its Ameresco (AMRC) stake by 5.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,840 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #139.

Cetera Trust Company first reported a position in AMRC in Q4 2023 and has held it in 11 quarters since. The position peaked at $309K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Cetera Trust Company held 9,840 shares of Ameresco worth $272K as of Q2 2026.
  • Cetera Trust Company bought 525 Ameresco shares in Q2 2026, an estimated $15.2K.
  • Ameresco made up 0.14% of Cetera Trust Company's portfolio in Q2 2026, its #139 holding.
  • Cetera Trust Company first reported a position in Ameresco in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Ameresco position peaked at $309K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.