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Dynamic Advisor Solutions’s Ameresco AMRC Stock Holding History

Dynamic Advisor Solutions’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
2025
Q4 		– Sell
-7,881
Closed -$265K – 935
2025
Q3 		$265K Sell
7,881
-13,964
-64% -$319K 0.01% 815
2025
Q2 		$332K Buy
21,845
+1,145
+6% +$15K 0.01% 713
2025
Q1 		$250K Buy
+20,700
New +$375K 0.01% 761
2024
Q4 		– Sell
-7,206
Closed -$273K – 658
2024
Q3 		$273K Sell
7,206
-1,550
-18% -$47.9K 0.01% 788
2024
Q2 		$252K Sell
8,756
-128
-1% -$3.53K 0.01% 820
2024
Q1 		$214K Buy
8,884
+212
+2% +$4.75K 0.01% 844
2023
Q4 		$249K Buy
8,672
+1,712
+25% +$51.6K 0.01% 772
2023
Q3 		$268K Buy
+6,960
New +$336K 0.01% 690

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Dynamic Advisor Solutions's AMRC Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 7,881 shares — an estimated $265K sold.

Dynamic Advisor Solutions first reported a position in AMRC in Q3 2023 and held it in 8 quarters. The position peaked at $332K in Q2 2025. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 7,881 Ameresco shares in Q4 2025, an estimated $265K.
  • Dynamic Advisor Solutions first reported a position in Ameresco in Q3 2023 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Ameresco position peaked at $332K in Q2 2025.
  • 189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.