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Integrated Wealth Concepts’s Ameresco AMRC Stock Holding History

Integrated Wealth Concepts’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 		$6.35K Buy
+230
New +$6.65K ﹤0.01% 4841

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

Integrated Wealth Concepts's AMRC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Ameresco (AMRC) in Q2 2026: 230 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #4841 among its holdings.

185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Integrated Wealth Concepts held 230 shares of Ameresco worth $6.35K as of Q2 2026.
  • Ameresco was a new Integrated Wealth Concepts position in Q2 2026.
  • Ameresco made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4841 holding.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.