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Larson Financial Group’s Ameresco AMRC Stock Holding History

Larson Financial Group’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 		$580 Buy
21
+6
+40% +$173 ﹤0.01% 3451
2026
Q1 		$383 Buy
+15
New +$449 ﹤0.01% 3361
2025
Q4 		– Sell
-68
Closed -$2.28K – 3464
2025
Q3 		$2.28K Buy
+68
New +$1.56K ﹤0.01% 2653

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

Larson Financial Group's AMRC Position: Q2 2026 in Review

Larson Financial Group increased its Ameresco (AMRC) stake by 40% in Q2 2026, buying an estimated $173 and bringing the position to 21 shares worth $580. The position accounts for ﹤0.01% of the portfolio, ranked #3451.

Larson Financial Group first reported a position in AMRC in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.28K in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Larson Financial Group held 21 shares of Ameresco worth $580 as of Q2 2026.
  • Larson Financial Group bought 6 Ameresco shares in Q2 2026, an estimated $173.
  • Ameresco made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3451 holding.
  • Larson Financial Group first reported a position in Ameresco in Q3 2025 and has held it in 3 quarters since.
  • Larson Financial Group's Ameresco position peaked at $2.28K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

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