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FourThought Financial Partners’s Ameresco AMRC Stock Holding History

FourThought Financial 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
Q2 		– Sell
-11,381
Closed -$290K – 398
2026
Q1 		$290K Sell
11,381
-5,886
-34% -$176K 0.03% 271
2025
Q4 		$506K Sell
17,267
-42
-0.2% -$1.47K 0.04% 210
2025
Q3 		$581K Buy
+17,309
New +$396K 0.05% 175

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

FourThought Financial Partners's AMRC Position: Q2 2026 in Review

FourThought Financial Partners sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 11,381 shares — an estimated $290K sold.

FourThought Financial Partners first reported a position in AMRC in Q3 2025 and held it in 3 quarters. The position peaked at $581K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • FourThought Financial Partners reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 11,381 Ameresco shares in Q2 2026, an estimated $290K.
  • FourThought Financial Partners first reported a position in Ameresco in Q3 2025 and held it in 3 quarters.
  • FourThought Financial Partners's Ameresco position peaked at $581K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.