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Essential Partners’s Ameresco AMRC Stock Holding History

Essential Partners’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 		$166 Buy
+8
New +$189 ﹤0.01% 2630

Other funds holding AMRC

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's AMRC Position: Q3 2026 in Review

Essential Partners opened a new position in Ameresco (AMRC) in Q3 2026: 8 shares worth $166. The stake represents ﹤0.01% of the portfolio and ranks #2630 among its holdings.

11 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

  • Essential Partners held 8 shares of Ameresco worth $166 as of Q3 2026.
  • Ameresco was a new Essential Partners position in Q3 2026.
  • Ameresco made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2630 holding.
  • 11 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.