FFA
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Farther Finance Advisors’s Ameresco AMRC Stock Holding History

Farther Finance Advisors’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 		$26.2K Buy
1,263
+1,037
+459% +$24.4K ﹤0.01% 3928
2026
Q2 		$6.24K Hold
226
– – ﹤0.01% 4673
2026
Q1 		$5.58K Sell
226
-5
-2% -$150 ﹤0.01% 4435
2025
Q4 		$6.77K Buy
231
+18
+8% +$632 ﹤0.01% 4155
2025
Q3 		$7.15K Buy
+213
New +$4.87K ﹤0.01% 3595
2025
Q2 		– Sell
-74
Closed -$889 – 4500
2025
Q1 		$889 Buy
74
+67
+957% +$1.21K ﹤0.01% 3641
2024
Q4 		$164 Hold
7
– – ﹤0.01% 3701
2024
Q3 		$266 Hold
7
– – ﹤0.01% 3587
2024
Q2 		$182 Buy
+7
New +$193 ﹤0.01% 3511
2024
Q1 		– Sell
-116
Closed -$3.67K – 3593
2023
Q4 		$3.67K Buy
+116
New +$3.5K ﹤0.01% 2126

Other funds holding AMRC

B
Bailard Foster City, California $4.94B AUM 25.15% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Farther Finance Advisors's AMRC Position: Q3 2026 in Review

Farther Finance Advisors increased its Ameresco (AMRC) stake by 459% in Q3 2026, buying an estimated $24.4K and bringing the position to 1,263 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Farther Finance Advisors first reported a position in AMRC in Q4 2023 and has held it in 10 quarters since. 7 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

  • Farther Finance Advisors held 1,263 shares of Ameresco worth $26.2K as of Q3 2026.
  • Farther Finance Advisors bought 1,037 Ameresco shares in Q3 2026, an estimated $24.4K.
  • Ameresco made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3928 holding.
  • Farther Finance Advisors first reported a position in Ameresco in Q4 2023 and has held it in 10 quarters since.
  • 7 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.