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Moody National Bank Trust Division’s Ameresco AMRC Stock Holding History

Moody National Bank Trust Division’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
-35,461
Closed -$904K – 503
2026
Q1 		$904K Sell
35,461
-5,212
-13% -$156K 0.09% 234
2025
Q4 		$1.19M Buy
40,673
+917
+2% +$32.2K 0.11% 182
2025
Q3 		$1.34M Buy
+39,756
New +$910K 0.11% 194

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

Moody National Bank Trust Division's AMRC Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Ameresco (AMRC) in Q2 2026, closing a stake of 35,461 shares — an estimated $904K sold.

Moody National Bank Trust Division first reported a position in AMRC in Q3 2025 and held it in 3 quarters. The position peaked at $1.34M in Q3 2025. 185 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining Ameresco position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 35,461 Ameresco shares in Q2 2026, an estimated $904K.
  • Moody National Bank Trust Division first reported a position in Ameresco in Q3 2025 and held it in 3 quarters.
  • Moody National Bank Trust Division's Ameresco position peaked at $1.34M in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.