NAM
AMRC icon

NorthCrest Asset Manangement’s Ameresco AMRC Stock Holding History

NorthCrest Asset Manangement’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
Q3 		$288K Buy
13,697
+940
+7% +$22.2K 0.01% 835
2026
Q2 		$327K Buy
12,757
+36
+0.3% +$1.04K 0.01% 710
2026
Q1 		$313K Sell
12,721
-93
-0.7% -$2.79K 0.01% 605
2025
Q4 		$396K Sell
12,814
-50
-0.4% -$1.75K 0.01% 610
2025
Q3 		$500K Buy
+12,864
New +$294K 0.01% 498
2025
Q2 		– Sell
-13,669
Closed -$165K – 626
2025
Q1 		$165K Sell
13,669
-281
-2% -$5.09K 0.01% 575
2024
Q4 		$328K Sell
13,950
-4,600
-25% -$133K 0.01% 469
2024
Q3 		$704K Hold
18,550
– – 0.02% 353
2024
Q2 		$534K Hold
18,550
– – 0.02% 374
2024
Q1 		$448K Sell
18,550
-300
-2% -$6.72K 0.02% 398
2023
Q4 		$597K Hold
18,850
– – 0.02% 346
2023
Q3 		$727K Sell
18,850
-250
-1% -$12.1K 0.03% 293
2023
Q2 		$929K Sell
19,100
-200
-1% -$9.01K 0.04% 276
2023
Q1 		$950K Sell
19,300
-1,200
-6% -$63.6K 0.04% 270
2022
Q4 		$1.17M Buy
20,500
+300
+1% +$18.3K 0.07% 168
2022
Q3 		$1.34M Hold
20,200
– – 0.07% 172
2022
Q2 		$920K Hold
20,200
– – 0.05% 221
2022
Q1 		$1.61M Buy
20,200
+300
+2% +$18.9K 0.08% 149
2021
Q4 		$1.62M Buy
+19,900
New +$1.59M 0.09% 169

Other funds holding AMRC

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

NorthCrest Asset Manangement's AMRC Position: Q3 2026 in Review

NorthCrest Asset Manangement increased its Ameresco (AMRC) stake by 7.4% in Q3 2026, buying an estimated $22.2K and bringing the position to 13,697 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #835.

NorthCrest Asset Manangement first reported a position in AMRC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q4 2021. 7 funds tracked by Wall St. Rank hold AMRC as of Q3 2026.

  • NorthCrest Asset Manangement held 13,697 shares of Ameresco worth $288K as of Q3 2026.
  • NorthCrest Asset Manangement bought 940 Ameresco shares in Q3 2026, an estimated $22.2K.
  • Ameresco made up 0.01% of NorthCrest Asset Manangement's portfolio in Q3 2026, its #835 holding.
  • NorthCrest Asset Manangement first reported a position in Ameresco in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Ameresco position peaked at $1.62M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Ameresco as of Q3 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q3 2026, filed 13 Oct 2026.