Physician Wealth Advisors’s Ameresco AMRC Stock Holding History

Physician Wealth Advisors’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	$2.02K	Hold	73	–	–	﹤0.01%	1502
2026 Q1	$1.86K	Hold	73	–	–	﹤0.01%	1384
2025 Q4	$2.14K	Hold	73	–	–	﹤0.01%	1261
2025 Q3	$2.45K	Hold	73	–	–	﹤0.01%	1134
2025 Q2	$1.11K	Buy	+73	New	+$955	﹤0.01%	1340

Other funds holding AMRC

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Physician Wealth Advisors's AMRC Position: Q2 2026 in Review

Physician Wealth Advisors held its Ameresco (AMRC) position steady in Q2 2026 at 73 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

Physician Wealth Advisors first reported a position in AMRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.45K in Q3 2025. 33 funds tracked by Wall St. Rank hold AMRC as of Q2 2026.

Physician Wealth Advisors held 73 shares of Ameresco worth $2.02K as of Q2 2026.
Physician Wealth Advisors left its Ameresco share count unchanged in Q2 2026.
Ameresco made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1502 holding.
Physician Wealth Advisors first reported a position in Ameresco in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Ameresco position peaked at $2.45K in Q3 2025.
33 funds tracked by Wall St. Rank held Ameresco as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.