CMF
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Counterpoint Mutual Funds’s Ameresco AMRC Stock Holding History

Counterpoint Mutual Funds’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 		$561K Sell
20,322
-10,537
-34% -$305K 0.06% 154
2026
Q1 		$787K Buy
+30,859
New +$925K 0.12% 90
2025
Q2 		– Sell
-31,542
Closed -$381K – 311
2025
Q1 		$381K Buy
+31,542
New +$571K 0.05% 187

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

Counterpoint Mutual Funds's AMRC Position: Q2 2026 in Review

Counterpoint Mutual Funds reduced its Ameresco (AMRC) stake by 34% in Q2 2026, selling an estimated $305K and leaving 20,322 shares worth $561K. The position accounts for 0.06% of the portfolio, ranked #154.

Counterpoint Mutual Funds first reported a position in AMRC in Q1 2025 and has held it in 3 quarters since. The position peaked at $787K in Q1 2026. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Counterpoint Mutual Funds held 20,322 shares of Ameresco worth $561K as of Q2 2026.
  • Counterpoint Mutual Funds sold 10,537 Ameresco shares in Q2 2026, an estimated $305K.
  • Ameresco made up 0.06% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #154 holding.
  • Counterpoint Mutual Funds first reported a position in Ameresco in Q1 2025 and has held it in 3 quarters since.
  • Counterpoint Mutual Funds's Ameresco position peaked at $787K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.