Jones Financial Companies
AMRC icon

Jones Financial Companies’s Ameresco AMRC Stock Holding History

Jones Financial Companies’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 		$7.24K Hold
270
– – ﹤0.01% 3924
2026
Q1 		$7.22K Buy
270
+20
+8% +$599 ﹤0.01% 3701
2025
Q4 		$7.32K Buy
+250
New +$8.78K ﹤0.01% 3357

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

Jones Financial Companies's AMRC Position: Q2 2026 in Review

Jones Financial Companies held its Ameresco (AMRC) position steady in Q2 2026 at 270 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

Jones Financial Companies first reported a position in AMRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.32K in Q4 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Jones Financial Companies held 270 shares of Ameresco worth $7.24K as of Q2 2026.
  • Jones Financial Companies left its Ameresco share count unchanged in Q2 2026.
  • Ameresco made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3924 holding.
  • Jones Financial Companies first reported a position in Ameresco in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Ameresco position peaked at $7.32K in Q4 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.