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Newbridge Financial Services Group’s Ameresco AMRC Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-18,672
Closed -$627K – 1190
2025
Q3 		$627K Buy
+18,672
New +$427K 0.09% 161

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Newbridge Financial Services Group's AMRC Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Ameresco (AMRC) in Q4 2025, closing a stake of 18,672 shares — an estimated $627K sold.

Newbridge Financial Services Group first reported a position in AMRC in Q3 2025 and held it in 1 quarter. The position peaked at $627K in Q3 2025. 189 funds tracked by Wall St. Rank hold AMRC as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Ameresco position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 18,672 Ameresco shares in Q4 2025, an estimated $627K.
  • Newbridge Financial Services Group first reported a position in Ameresco in Q3 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's Ameresco position peaked at $627K in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Ameresco as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.